Prioritizing People: A Client-Focused Approach to Wealth Management
Alitis was recently honoured with the Customer Service Award at the 50th Annual Comox Valley Chamber Awards.
Posted on February 24 | Insights
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February 24, 2025/by Natalie NguyenFirst Home Savings Account Explained
The FHSA is a registered savings account that allows you to save up to $40,000 tax-free for your first home purchase.
Posted on February 11 | Insights
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February 11, 2025/by Natalie NguyenFiling your 2024 Taxes: Updates for a smooth tax season
This articles highlights several updates that may impact your 2024 tax filing and some tips to simplify the process.
Posted on February 04 | Insights
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February 4, 2025/by Natalie NguyenMilestones to momentum: Alitis is poised for a strong 2025
Alitis is poised for a strong 2025 with 3 key real estate projects bringing strong returns and sustained growth.
Posted on January 28 | Insights
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January 28, 2025/by Natalie NguyenUnderstanding Your Tax Slips from Your Investment Accounts
This article provides a high-level summary of the more common tax slips, income tax reporting requirements, and some planning tips for the 2024 tax season.
Posted on January 21 | Insights
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January 21, 2025/by Natalie NguyenTax Rates – Alberta
The new year brings new and changing Alberta taxes. View this article for ley updates on tax brackets, CPP, RRSP and TFSA limits, and more.
Posted on January 14 | Resources
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January 14, 2025/by Natalie Nguyen2025 BC Tax Brackets – Tax Rates
New year, new changes — Key changes for the 2025 tax year.
Posted on January 09 | Resources
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January 9, 2025/by Natalie NguyenFinancial Planning for 2025: 4 expert tips to keep your financial goals on track
From reviewing estate documents to revisiting financial goals – set yourself up for a successful year!
Posted on December 11 | Insights
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December 11, 2024/by Natalie Nguyen
9 in 10 Canadians Underuse Their TFSAs
|in InsightsThe Tax-Free Savings Account (TFSA) is one of the most powerful tools Canadians have to grow wealth in a tax-efficient way. Despite over 17 million Canadians holding a TFSA, less than 10% fully utilize their contribution room.