Why your family should be part of your estate planning conversation

Discussing wealth planning with loved ones today can ensure a smoother, more secure future tomorrow.

Real Estate Investments in Victoria

Advantages of investing in real estate can include the ability to generate wealth, build equity and hedge against inflation.
Posted on December 16 | Insights
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December 16, 2022/by caorda

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 Nguyen

New 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 Nguyen

Community 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 Nguyen

Learnings 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 Nguyen

How 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 Nguyen

When 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 Nguyen

Alitis 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 caorda