Entries by caorda

Meet Emily Hofmann

Emily Hofmann is a Portfolio Manager at Alitis Investment Counsel who excels at problem solving. She loves boating, too!

What is a Chartered Financial Analyst?

The Chartered Financial Analyst designation, or CFA, is one of the most highly regarded global certifications in the financial services industry. Candidates are tested on their understanding of portfolio management, investment analysis, economics, derivatives, accounting, corporate finance, statistics, and ethics, in order to verify their proficiency and integrity before earning this designation. The path to […]

Alitis Private REIT Brochure

The Alitis Private REIT offers investors unique access to institutional style private real estate investments. 

Recent Returns in the Markets

As you have likely seen in the financial news, the equity markets experienced a sharp pullback starting in late September. The largest market in the world, the US stock market, dropped by almost 10% from its recent peak on September 20th to its recent low on October 29th. Market corrections have historically been a blip […]

PMAC – Is a Portfolio Manager Right for You

Portfolio managers are firms and people who manage investment portfolios on behalf of individuals, foundations, endowments and pensions. Portfolio managers differ from mass-market or retail investment managers because they manage larger amounts of money for fewer clients. 

RESP Proof of Enrolment

For a beneficiary who is pursuing post-secondary education, Alitis Investment Counsel requires a valid Proof of Enrollment document to process a withdrawal.