Mid-Year Investment Outlook: Assessing U.S. Tariffs, Inflation, and Market Volatility

The global economy is navigating the second half of 2025 with cautious optimism. At the same time, evolving trade discussions and U.S. tariff measures are adding some complexity to market dynamics.
June 23, 2025/by Natalie Nguyen

Local insight, global expertise

At Alitis, wealth management isn’t just about portfolios – it’s about people, legacy and understanding what truly matters.
May 27, 2025/by Natalie Nguyen

Community Spotlight: Comox Valley Healthcare Foundation

The Comox Valley Healthcare Foundation (CVHF) is a registered charity dedicated to improving healthcare services in the Comox Valley.
May 20, 2025/by Natalie Nguyen

Why your family should be part of your estate planning conversation

Discussing wealth planning with loved ones today can ensure a smoother, more secure future tomorrow.
April 22, 2025/by Natalie Nguyen

Tariffs, Trade Wars, & Your Investments

Market downturns are a part of investing, but they don't have to derail your financial future. Focus on what you can control, stick to your plan, and seek guidance when needed.
April 9, 2025/by Natalie Nguyen

Why Supporting Local Matters

At Alitis, we believe that supporting our local economy is not just a responsibility—it’s an opportunity to help our communities thrive.
April 8, 2025/by Natalie Nguyen

Retirement Planning Vs Skydiving: 3 Ways to Secure Your Future

Retirement planning and skydiving have a lot in common. They both involve risk and planning. Let's talk about how to secure your future.
April 1, 2025/by Natalie Nguyen

Breaking barriers in finance: Why representation matters

Women bring diverse perspectives, risk-aware decision-making, and a collaborative approach, and studies show that diverse leadership leads to stronger company performance.
March 25, 2025/by Natalie Nguyen

The Value of Advice in Volatile Times

Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
March 18, 2025/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.
March 11, 2025/by Natalie Nguyen

Prioritizing People: A Client-Focused Approach to Wealth Management

Alitis was recently honoured with the Customer Service Award at the 50th Annual Comox Valley Chamber Awards.
February 24, 2025/by Natalie Nguyen

First Home Savings Account Explained

The FHSA is a registered savings account that allows you to save up to $40,000 tax-free for your first home purchase.
February 11, 2025/by Natalie Nguyen