When to start taking CPP
Learn about CPP, its benefits, and how it can provide financial support in retirement. Find out the best age to receive CPP.
Posted on May 12 | Insights
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May 12, 2026/by Natalie NguyenRetire with Confidence: Financial Planning in Volatile Times
Rising living costs, market volatility, natural disasters, and major life transitions all impact our thinking and can make us feel like planning is impossible. But it is possible, with the right perspective and direction.
Posted on May 05 | Insights
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May 5, 2026/by Natalie NguyenCybersecurity at Alitis: Safeguarding Trust, Data, and Assets
Good cybersecurity works like the layers of protection around a home. You lock your doors, but you might also have an alarm, a camera, or a dog who barks. Each layer reinforces the others. Even if one fails, the rest keep you safe.
Posted on April 28 | Insights
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April 28, 2026/by Natalie NguyenInvesting on your own terms: Why independent financial planning is a strength worth building on
We help individuals redefine retirement on their own terms. Discover why independent financial planning is a strength worth building on.
Posted on April 21 | Insights
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April 21, 2026/by Natalie NguyenThe Alitis Investment Management Process
Investment decisions for the Alitis Pools are guided by Alitis' detailed policies and procedures and are implemented by our Investment Committee with the goal of providing solid returns with less risk.
Posted on April 13 | Resources
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April 13, 2026/by Natalie NguyenFrom Planning to Investing: Our Approach to Comprehensive Wealth Management
From portfolio management to planning, strategy, and long-term guidance, our approach is built around understanding the full picture of our clients’ lives and goals.
Posted on March 17 | Insights
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March 17, 2026/by Natalie NguyenFiling Your 2025 Taxes: Updates for a smooth tax season
This articles highlights several updates that may impact your 2025 tax filing and some tips to simplify the process.
Posted on March 03 | Insights
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March 3, 2026/by Natalie NguyenUnderstanding Annual LIF Withdrawals and RRIF Minimum Payment Schedules
When planning for retirement, managing your income sources effectively is key to ensuring financial stability.
Posted on February 24 | Resources
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February 24, 2026/by Natalie Nguyen
Retire with Confidence: Financial Planning in Volatile Times
|in InsightsRising living costs, market volatility, natural disasters, and major life transitions all impact our thinking and can make us feel like planning is impossible. But it is possible, with the right perspective and direction.