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 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 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 caordaCommunity Spotlight: Campbell River Hospital Foundation
The Campbell River Hospital Foundation is a charity that we, as a company, take an active role in each year. We believe in helping the CRHF in their efforts to elevate the standard of care in Campbell River, as well as the rest of the North Island as the hospital touches the lives of ~56,000 people in the area.
Posted on September 13 | Insights
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September 13, 2022/by caordaCanadian Housing Market Update – August 2022
The affordable end of the market, whether condos or rental apartments, is where most of Alitis’ real estate exposure is concentrated, so we feel that we are very well positioned within the current economic environment and our investments continue to perform well.
Posted on August 30 | Insights
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August 30, 2022/by caordaWhat is Private Debt – Definitions & Portfolio Development
Private Debt Investments are loans made to individuals and companies that are not created or financed by the banks, nor are they traded in the open market. These are loan contracts that are individually negotiated between the lender and the borrower.
Posted on June 14 | Insights
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June 14, 2022/by caordaRyan Patterson Joins the Alitis Team
As the Senior Real Estate Strategist, Ryan’s focus is on the analysis and review of potential real estate investments as well as the ongoing monitoring of current holdings.
Posted on May 26 | Insights
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May 26, 2022/by caorda
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.