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New Comox Office
Alitis is pleased to announce the opening of a new Comox Valley location. This expansion will support our growing client base and team.
Posted on December 12 | Insights
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December 12, 2022/by Natalie NguyenNew Website Launched
Designed with purpose and transparency in mind, our revamped website provides more valuable content such as the investment details for all of our current funds. We've improved the navigation within the site and across different platforms; whether you are viewing on your desktop, tablet or mobile device, we hope you have an enjoyable experience.
Posted on November 15 | Resources
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November 15, 2022/by Natalie NguyenCommunity Spotlight: Patron of the Arts
The season’s most glamorous event, the Wearable Art Show, was held on October 15th at the Tidemark Theatre. The evening consisted of a high-quality production of a showcase of new and recycled wearable art and is also a major fundraiser for POTA.
Posted on November 09 | Insights
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November 9, 2022/by Natalie NguyenLearnings from Last Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase
Last Man Standing, by author Duff McDonald, provides readers a deep insight into the life and career progression of Jamie Dimon, his relationship with mentor Sandy Weill (& the subsequent falling out) along with the happenings of the financial markets in the early 1980s, 1990s, and 2000s leading up to the Global Financial Crisis of 2008-09 and the aftermath.
Posted on October 25 | Insights
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October 25, 2022/by Natalie NguyenHow to include charitable giving in your estate plan
With estate planning, many people worry that donating to charity will take inheritance away from their heirs. In reality, leaving money to charity means that you are adopting another child and disinheriting the taxman.
Posted on October 21 | Insights
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October 21, 2022/by Natalie NguyenWhen to start taking CPP
It is important to remember that everyone has a unique situation, and when your friends or neighbors start taking CPP, may not be the right decision for you.
Posted on October 11 | Insights
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October 11, 2022/by Natalie NguyenAlitis Investment Counsel Opens New Victoria Location
Continued growth has prompted a move to a new location for our Victoria office. What makes this move special is that our new office space is a registered Heritage Home through the Victoria Heritage Foundation.
Posted on September 23 | Insights
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September 23, 2022/by caordaAlitis Income & Growth Pool is outperforming all Canadian funds in its category
The secret to success at Alitis is diversification. Not just a diverse selection of stocks and bonds, but also a meaningful allocation to alternative investments, including private real estate, private mortgages, private debt, private equity and hedge funds.
Posted on September 22 | Insights
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September 22, 2022/by caorda
Building a Stronger Community
|in InsightsAs a firm, we believe in actively supporting and connecting with the communities where we live, work, and play.