Retire with Confidence: Financial Planning in Volatile Times

Rising living costs, market volatility, natural disasters, and major life transitions all impact our thinking and can make us feel like planning is impossible. But it is possible, with the right perspective and direction.

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.
Posted on December 12 | Insights
Read more
December 12, 2023/by caorda

PMAC – Is a Portfolio Manager Right for You

Posted on December 05 | Resources
Read more
December 5, 2023/by caorda

Five Important Tax Free Savings Account Tips – TFSA

Tax Free Savings Accounts (“TFSA”s) are one thing whose benefits can really add up over time. Here are our top 5 TFSA tips to keep in mind.
Posted on November 28 | Insights
Read more
November 28, 2023/by caorda

Real Estate Investment Nets a 39.3% Return – A Case Study

Alitis invested in the Centennial Court development located in Langford, BC which was sold for $70,500,000 in October 2023.
Posted on November 07 | Insights
Read more
November 7, 2023/by Natalie Nguyen

Investing for the future: Real estate’s potential in a growing Canada

Governments are making positive changes which make building multi-family homes more feasible for development companies and investors.
Posted on October 30 | Insights
Read more
October 30, 2023/by Natalie Nguyen

Delving Deeper into a Portfolio Managers’ True Roles

Gain insight on the process a Portfolio Manager follows to design a portfolio best suited to the needs of their clients.
Posted on October 16 | Insights
Read more
October 16, 2023/by Natalie Nguyen

Navigating Financial Turbulence: Alitis’ Fourth Quarter Market Outlook

Diversification and time in the market help steady investments in uncertain times.
Posted on October 06 | Insights
Read more
October 6, 2023/by Natalie Nguyen

Investment Rocks: Applying Curling Strategies to Your Investment 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
Read more
September 22, 2023/by Natalie Nguyen