Estate Planning Made Easier
Our Estate Planning: Preparing to Meet Your Lawyer handout is a practical “pre-start” guide designed to make that first step less intimidating and far more productive.
Posted on September 09 | Insights
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September 9, 2025/by Natalie NguyenBlending tradition and innovation: Building a balanced portfolio for today’s investors
The foundation of a strong portfolio still rests on traditional investments such as stocks, bonds, and preferred shares.
Posted on August 26 | Insights
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August 26, 2025/by Natalie NguyenSmart RESP Withdrawals: How to Minimize Taxes and Maximize Savings
RESPs are an excellent vehicle for funding post-secondary education, offering tax-deferred growth and access to generous government grants. But if the withdrawals aren’t planned carefully, you could miss out on valuable tax-saving opportunities.
Posted on August 14 | Insights
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August 14, 2025/by Natalie NguyenWhy do people invest in real estate in Canada?
People often invest in real estate because of the diversification, long-term stability, growth potential, and tangibility of the assets.
Posted on August 05 | Insights
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August 5, 2025/by Natalie NguyenPacking the essentials: Backpack program helps students with back-to-school needs
Now in its second year, the Alitis Backpack Program equips local children with the school supplies they need to succeed.
Posted on July 28 | Insights
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July 28, 2025/by Natalie NguyenMid-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.
Posted on June 23 | Insights
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June 23, 2025/by Natalie NguyenLocal insight, global expertise
At Alitis, wealth management isn’t just about portfolios – it’s about people, legacy and understanding what truly matters.
Posted on May 27 | Insights
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May 27, 2025/by Natalie NguyenCommunity Spotlight: Comox Valley Healthcare Foundation
The Comox Valley Healthcare Foundation (CVHF) is a registered charity dedicated to improving healthcare services in the Comox Valley.
Posted on May 20 | Insights
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May 20, 2025/by Natalie Nguyen
Estate Planning Made Easier
|in InsightsOur Estate Planning: Preparing to Meet Your Lawyer handout is a practical “pre-start” guide designed to make that first step less intimidating and far more productive.