Alitis Insights
Insights is our blog and a great place to come for information on Alitis, alternative investments, our funds and the broader market.
Featured Articles

Solid Returns & Low Volatility: Alitis is Different from the Rest
Alitis Investment Counsel is a boutique wealth management firm based out of beautiful Vancouver Island, that’s dedicated to doing things a little differently.

Alitis – What is Private Debt?
At Alitis we include a variety of asset classes within a client’s portfolio with the goal of reducing risk to provide better risk-adjusted returns.

Ryan Patterson Joins the Alitis Team
Alitis is excited to welcome Ryan Patterson to our team.
As…

Alitis Investment Update: Inflation, Rising Interest Rates, Recession?
In this Alitis Investment Update, we discuss and highlight current trends in inflation, interest rates, immigration, real estate, and more.

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

Community Spotlight – Campbell River Salmon Foundation
Campbell River, sometimes referred to as the “Salmon Capital of the World”, is one of the top recreational fishing locations on the West Coast.

Meet Todd Blaseckie
Todd is a Portfolio Manager at Alitis Investment Counsel with over 20 years’ experience in the financial services industry.

Investment Update: War in Ukraine and its Implications
Monday, March 7, 2022
The Big Picture
As everyone is likely…

Dividend Investing - Part II
This article is the second in a series highlighting Dividend…

Meet Aaron Robertson
Aaron started his career in finance and investment in 2011, but the seed was planted when his parents bought him his first stocks as a teenager.

What is a Chartered Financial Analyst?
The Chartered Financial Analyst designation, or CFA, is one of…

Understanding Your Tax Slips
Like most income earned in Canada, most investment income and…

Meet Apurva Parashar
Apurva brings more than 14 years of experience in the areas of Investment...

Dividend Investing - Part I
This article is the first of a series highlighting Dividend Investing…

Retirement Planning Vs Skydiving: 3 Ways to Secure Your Future
At first glance, you might think retirement planning and skydiving…

Learnings from A Random Walk Down Wall Street by Burton G. Malkiel
As the ongoing pandemic has restricted everyone’s ability to…

CPP Breakeven Analysis
2021 CPP Breakeven Analysis


2021 Tax Rates - British Columbia
2021 BC Tax Rates

2021 Tax Rates - Alberta
2021 AB Tax Rates



How to build your wealth like the ultrawealthy
When you are searching for the best way to do things, you look…

Client Update - COVID-19 & the New Normal
To our valued clients,
At Alitis, we are frequently assessing…

Top 3 Fears For Most Investors
Signs of the emergence of second wave COVID-19 cases and the…

Alitis' Values
Back in 2007, driven by my personal values of learning, community,…

Alitis Investment Update - August 2020
August 12, 2020: It has been two months since our last investment…

The Right Adviser for You
Imagine for a moment that it is a beautiful day on the west coast…

COVID-19: Client Update - Reopening Our Offices
To our valued clients,
On March 13th, 2020 we made the difficult…

The Alitis Story: One to Share
Every once in a while, we are provided with a great opportunity…


Everything is Changing…Evolving Amidst COVID-19
May 27, 2020: The coronavirus pandemic has crossed 5,700,000+…

Electronic Signatures at Alitis
Alitis is excited to announce that we can now accept electronic…

5 Categories of Tax Planning
As we come to the end of another tax season, which is tough to…


Volatility Is A Megaphone
April 13, 2020: COVID cases increase in the U.S. and U.S. stocks…

The value of good collateral
Real estate values are expected to remain fairly stable during…

Central banks get set up to support bonds
March 2020 was a very challenging month for many asset classes.…

Real Estate Resiliency
During this unprecedented time, I want to wish you and your families…

COVID-19 Economic Response Plan - Tax Changes
Last week, the Government of Canada announced Canada’s COVID-19…

Alitis CEO Message - Market Assessment COVID-19
Three months after I started my career in the investment industry…

Alitis Suspends In-Person Meetings - Coronavirus
March 13, 2020
To our valued clients,
It is with…

Alitis Market Update - Recent Activity March 10th, 2020
Kevin Kirkwood, CFA
President & Chief Investment Officer
March…

Recent Returns in Markets - 2020
The year 2020 has begun in dramatic fashion, with many newsworthy…

Update - Coronavirus and the Alitis Pools
Kevin Kirkwood, CFA
President & Chief Investment Officer
February…


2020 Tax Rates - Alberta
2020 AB Tax Rates

2020 Tax Rates - British Columbia
2020 BC Tax Rates

Alitis Private REIT Brochure
The Alitis Private REIT offers investors unique access to institutional…

Electronic Deposits through Online Banking
It is easy to electronically deposit money into your RRSP, TFSA…

PMAC - Is a Portfolio Manager Right for You
Portfolio managers are firms and people who manage investment…

RESP Proof of Enrolment
For a beneficiary who is pursuing post-secondary education, Alitis…

Tax Rates - Alberta
2019 Alberta Tax Rates

Tax Rates - British Columbia
2019 BC Tax Rates

TFSA Handout
The Tax-Free Savings Account (TFSA) offers Canadians (18 and…

The Alitis Investment Management Process
It is important to understand Alitis' investment management process…
