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

investment portfolio growth

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.
stack of coins with wooden house

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

Ryan Patterson Joins the Alitis Team

Alitis is excited to welcome Ryan Patterson to our team. As…
stock portfolio progress

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.
Emily Hofmann interview

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.
Todd Blaseckie

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.
Stock screens - Financial Analyst featured

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 Vs Skydiving

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

RIF Payment Schedule and LIF Withdrawal Percentages

2021 Tax Rates - British Columbia

2021 BC Tax Rates

2021 Tax Rates - Alberta

2021 AB Tax Rates

Understanding Tax Slips from Your Investment Accounts

…

Fraud and How to Protect Yourself

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…
Pexels

The Alitis Story: One to Share

Every once in a while, we are provided with a great opportunity…

Alitis Investment Update

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…

Market Outlook and Investment Strategy

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…

Annual LIF Withdrawal Percentages & RRIF Minimum Payment Schedule

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…

Alitis Advantage Video

Newsletter Signup