From 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.

The 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
Read more
April 13, 2026/by Natalie Nguyen

From 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
Read more
March 17, 2026/by Natalie Nguyen

Filing 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
Read more
March 3, 2026/by Natalie Nguyen

Understanding 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
Read more
February 24, 2026/by Natalie Nguyen

Understanding Your Tax Slips from Your Investment Accounts

This article provides a high-level summary of the more common tax slips, income tax reporting requirements, and some planning tips for the 2025 tax season.
Posted on February 18 | Insights
Read more
February 18, 2026/by Natalie Nguyen

Tax Rates – Alberta

The new year brings new and changing Alberta taxes. View this article for key updates on tax brackets, CPP, RRSP and TFSA limits, and more.
Posted on February 17 | Resources
Read more
February 17, 2026/by Natalie Nguyen

2026 BC Income Tax Brackets – CRA Tax Rates

New year, new changes — Key changes for the 2026 tax year.
Posted on February 10 | Resources
Read more
February 10, 2026/by Natalie Nguyen

Alitis Recognized as Family First Finalist at the 2025 Comox Valley Chamber of Commerce Awards

Building on last year’s achievement of winning the Customer Service Award at the 2024 Comox Valley Chamber of Commerce Awards, we are honored to be recognized once again as a Family First Finalist for 2025.
Posted on February 03 | Insights
Read more
February 3, 2026/by Natalie Nguyen