Alitis [Ah-LEE-tis] {latin}: to grow, nourish, take care of financially

The Beginning

In the midst of the 2008 financial crisis, it became evident that there was a need for a new investment strategy that would help investors survive future market fluctuations. Thus, why Alitis was created in 2009. By offering access to alternative investments, such as private real estate, private equity and private mortgages, in a lower cost environment with improved liquidity, this would act as a safeguard in clients’ portfolios to help better navigate market volatility and deliver better risk-adjusted returns.


Starting out with seven staff and three investment portfolios, Alitis has followed a disciplined data driven approach to investing resulting in a comprehensive approach to wealth management that includes portfolio management, risk management, tax and estate planning and more.

Today, the firm manages over $465 million in assets, with over 20 team members, six investment portfolios and has three offices in British Columbia.

For More Information About Alitis

Please read the Alitis Relationship Disclosure Document.