Investment Rocks: Applying Curling Strategies to Your Portfolio

Collaborating towards a common goal leads to better outcomes in both curling and the work we do to help people achieve their financial goals.

Investment Rocks: Applying Curling Strategies to Your Portfolio

Collaborating towards a common goal leads to better outcomes in both curling and the work we do to help people achieve their financial goals.
Posted on September 22 | Insights
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September 22, 2023/by Natalie Nguyen

Constructing Pension Style Investment Portfolios

Constructing robust investment portfolios that can deliver consistent returns while mitigating risks is of great importance.
Posted on September 20 | Insights
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September 20, 2023/by caorda

Humanity starts with charity: Alitis’ food drive for the local food banks

From September 12 to October 3, we will be accepting non-perishable donations at our Campbell River (101-909 Island Highway) and Comox (103-695 Aspen Road) offices in support of the Campbell River Food Bank and Comox Valley Food Bank. 
Posted on September 12 | Insights
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September 12, 2023/by Natalie Nguyen

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.
Posted on September 06 | Insights
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September 6, 2023/by caorda

Perceptions vs. Reality: Unveiling the True Role of Portfolio Managers

People often think that portfolio managers try to find the highest returning investment but the reality of a portfolio manager's role is far more multifaceted and intricate than meets the eye.
Posted on August 31 | Insights
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August 31, 2023/by Natalie Nguyen

What it looks like when you put people first

People are at the heart of every decision Alitis makes — even the decision to include ‘People’ in our company values was made by putting people first.
Posted on August 28 | Insights
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August 28, 2023/by Natalie Nguyen

The Alitis Story: One to Share

Alitis clients holding a diversified portfolio of Alitis investment pools have simply not experienced the full weight of declines in public fixed income and equity markets.
Posted on August 22 | Insights
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August 22, 2023/by caorda

Alitis’ Values

At Alitis, our values are at the center of all that we do and act as our compass to guide every aspect of our interactions, decisions, and strategies.
Posted on August 16 | Insights
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August 16, 2023/by caorda