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
Read more
October 21, 2022/by Natalie NguyenAlitis 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
Read more
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
Read more
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
Read more
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
Read more
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
Read more
May 26, 2022/by caordaCommunity Spotlight – Campbell River Salmon Foundation
Campbell River, sometimes referred to as the “Salmon Capital of the World”, is one of the top recreational fishing locations on the West Coast.
Posted on April 01 | Insights
Read more
April 1, 2022/by caordaMeet Todd Blaseckie
Todd is a Portfolio Manager at Alitis Investment Counsel with over 20 years’ experience in the financial services industry.
Posted on March 22 | Insights
Read more
March 22, 2022/by caorda
Why deferring your property taxes deserves a second look
|in InsightsWhat B.C.’s updated property tax deferral program and compounding interest mean for homeowners.