2022 Investment Returns: Year in Review
How we positioned our investments played a significant role in the performance of the Alitis Pools in 2022. Overall, our positioning was very good as minimizing exposure to public markets and shifting towards mortgages and real estate allowed Alitis to avoid much of the turmoil experienced by others last year.
Posted on March 02 | Insights
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March 2, 2023/by caordaCommunity Spotlight: Junior Achievement British Columbia
Alitis has four team members who actively volunteer through Junior Achievement: Marketing Coordinator Natalie Nguyen, Portfolio Manager Thomas Nowak, Associate Portfolio Manager Shawn Fetter and Associate Portfolio Manager Harrison Brown. Combined, they have delivered over 20 JA programs including: More than Money, Our Business World, Dollars with Sense, Economics for Success and the JA Company Program. These programs run from Grade 4 to Grade 12.
Posted on February 23 | Insights
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February 23, 2023/by Natalie NguyenThe Importance of Investing in an RRSP
There are several benefits of contributing to a Registered Retirement Savings Plan (RRSP).
Posted on February 15 | Insights
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February 15, 2023/by Natalie NguyenCommunity Spotlight: Campbell River Grandmothers to Grandmothers
CR Grandmothers to Grandmothers raises funds to donate to the Stephen Lewis Foundation’s Grandmother's Campaign with the mission of delivering funds and other resources directly to community-led organizations who are leading responses to HIV and AIDS in sub-Saharan Africa.
Posted on January 12 | Insights
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January 12, 2023/by Natalie NguyenCanadian REIT Investing – Investment Properties Fueling Alitis REITs
Real estate as an asset class has low correlation to the public markets which makes them an excellent choice to diversify a portfolio and provide the opportunity to deliver solid risk-adjusted returns.
Posted on January 06 | Insights
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January 6, 2023/by Natalie NguyenReal 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 caordaNew 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 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 Nguyen
Retire with Confidence: Financial Planning in Volatile Times
|in InsightsRising 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.