Local insight, global expertise
At Alitis, wealth management isn’t just about portfolios – it’s about people, legacy and understanding what truly matters.
Posted on May 27 | Insights
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May 27, 2025/by Natalie NguyenCommunity Spotlight: Comox Valley Healthcare Foundation
The Comox Valley Healthcare Foundation (CVHF) is a registered charity dedicated to improving healthcare services in the Comox Valley.
Posted on May 20 | Insights
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May 20, 2025/by Natalie NguyenWhy 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.
Posted on April 22 | Insights
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April 22, 2025/by Natalie NguyenTariffs, Trade Wars, & Your Investments
Market downturns are a part of investing, but they don't have to derail your financial future. Focus on what you can control, stick to your plan, and seek guidance when needed.
Posted on April 09 | Insights
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April 9, 2025/by Natalie NguyenWhy Supporting Local Matters
At Alitis, we believe that supporting our local economy is not just a responsibility—it’s an opportunity to help our communities thrive.
Posted on April 08 | Insights
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April 8, 2025/by Natalie NguyenRetirement Planning Vs Skydiving: 3 Ways to Secure Your Future
Retirement planning and skydiving have a lot in common. They both involve risk and planning. Let's talk about how to secure your future.
Posted on April 01 | Insights
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April 1, 2025/by Natalie NguyenBreaking barriers in finance: Why representation matters
Women bring diverse perspectives, risk-aware decision-making, and a collaborative approach, and studies show that diverse leadership leads to stronger company performance.
Posted on March 25 | Insights
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March 25, 2025/by Natalie NguyenThe Value of Advice in Volatile Times
Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
Posted on March 18 | Insights
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March 18, 2025/by Natalie Nguyen
Planning for the future: How the Alitis approach supports business owners through financial transitions
|in InsightsWith nearly 75 per cent of small business enterprises expected to change hands in the next decade, owners are facing one of the most significant – and often most underestimated – financial events of their lives.