Alitis Private Mortgage Fund Earns National Recognition at 2025 Canadian Hedge Fund Awards
Alitis Private Mortgage Fund placed third in the 10-Year Average Annual Return category in the Mortgage Funds Category at the 2025 Canadian Hedge Fund Awards (CHFAs).
Posted on November 04 | Insights
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November 4, 2025/by Natalie NguyenThe Future of Finance
Innovative technologies, evolving regulations, and a renewed focus on the human side of money are reshaping how financial advice is delivered. Compliance, Artificial Intelligence, and Emotional Intelligence are transforming the client experience.
Posted on October 28 | Insights
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October 28, 2025/by Natalie NguyenPlanning for the future: How the Alitis approach supports business owners through financial transitions
With nearly 75 per cent of small business enterprises expected to change hands in the next decade, owners are facing one of the most significant – and often most underestimated – financial events of their lives.
Posted on September 23 | Insights
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September 23, 2025/by Natalie Nguyen9 in 10 Canadians Underuse Their TFSAs
The Tax-Free Savings Account (TFSA) is one of the most powerful tools Canadians have to grow wealth in a tax-efficient way. Despite over 17 million Canadians holding a TFSA, less than 10% fully utilize their contribution room.
Posted on September 16 | Insights
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September 16, 2025/by Natalie NguyenEstate 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 Nguyen
Alitis Private Mortgage Fund Earns National Recognition at 2025 Canadian Hedge Fund Awards
|in InsightsAlitis Private Mortgage Fund placed third in the 10-Year Average Annual Return category in the Mortgage Funds Category at the 2025 Canadian Hedge Fund Awards (CHFAs).