What is Myopic Loss Aversion – Overcoming Financial Panic and Fear
Myopic loss aversion refers to the tendency of individuals to prioritize short-term gains or losses over long-term objectives.
Posted on July 31 | Insights
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July 31, 2023/by Natalie NguyenUnveiling the Results: 2023 Alitis Client Satisfaction Survey
With the goal of continuously improving our services and ensuring exceptional customer experiences, we conducted a Client Satisfaction Survey this past June.
Posted on July 28 | Insights
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July 28, 2023/by Natalie NguyenTime in the market beats timing the market
The best time to invest is as early as you can, even if it's only a small amount.
Posted on July 24 | Insights
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July 24, 2023/by Natalie NguyenWhat are Alternative Investments?
Alternative investments, also referred to as non-traditional investments, include all investment types other than stocks, bonds, or cash, and aim to deliver returns that have little to no correlation to these traditional asset classes.
Posted on July 17 | Insights
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July 17, 2023/by Natalie NguyenLynn Unwin – Raising Cancer Awareness Through the Great Cycle Challenge Canada
At Alitis, we believe in celebrating our team’s individual triumphs. We are delighted to share the inspiring journey of Lynn Unwin, our Senior Client Service Administrator, who recently emerged victorious in her battle against breast cancer. Through her determination, strength, and unwavering spirit, she has not only conquered a personal challenge but has also become an advocate for raising awareness about cancer.
Posted on July 06 | Insights
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July 6, 2023/by Natalie NguyenWhen it comes to family finances, the more your portfolio manager knows, the better
"The client brings their life experience, their challenges and their dreams for the future — the more the portfolio manager knows about their client, the better job we can do.”
Posted on June 20 | Insights
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June 20, 2023/by Natalie NguyenPicnic in the Park: A Celebration For Our Valued Clients
Alitis hosted a Picnic in the Park to express our gratitude and appreciation for our valued clients.
Posted on June 09 | Insights
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June 9, 2023/by Natalie NguyenInvesting In Your Retirement. Start Now, Not Later
Compound interest is receiving interest on the money you initially invested (principal), and also receiving interest on previously accumulated interest. You can think of this as "interest on interest", and this is fundamental for accumulating wealth.
Posted on May 24 | Insights
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May 24, 2023/by Natalie Nguyen
2026 Investment Outlook
|in InsightsReflecting on a milestone year where we saw strong equity gains, real estate shifts, and firm growth which shapes our 2026 outlook.