Mid-Year Investment Outlook: Assessing U.S. Tariffs, Inflation, and Market Volatility

The global economy is navigating the second half of 2025 with cautious optimism. At the same time, evolving trade discussions and U.S. tariff measures are adding some complexity to market dynamics.

2025 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 Nguyen

Financial 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

Building a Stronger Community

As a firm, we believe in actively supporting and connecting with the communities where we live, work, and play.
Posted on December 03 | Insights
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December 3, 2024/by Natalie Nguyen

2024 Holiday Hours

As the holiday season approaches, we would like to share our adjusted hours to ensure you can plan your visits and inquiries accordingly.
Posted on November 27 | Resources
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November 27, 2024/by Natalie Nguyen

Alitis Investment Counsel launches third annual toy drive to support local families

Please drop off toys and gift cards through Dec. 5 to help make the holiday season brighter in Comox Valley and Campbell River.
Posted on November 21 | Insights
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November 21, 2024/by Natalie Nguyen

Your Brain vs. Your Wallet: Common Investor Biases

Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
Posted on November 12 | Insights
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November 12, 2024/by Natalie Nguyen

Understanding the Chartered Investment Manager (CIM®) Designation

The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services.
Posted on November 05 | Insights
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November 5, 2024/by Natalie Nguyen

Learn How RESPs Can Give Children a Future of Possibilities

“It’s not just about saving money. It’s about giving your child the best possible start in life.” This is what Brown loves most about his work – helping families secure their children’s futures.
Posted on October 22 | Insights
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October 22, 2024/by Natalie Nguyen