Alitis celebrates client retention rate of 99%

We put immense focus on how we work with our clients and have created a work culture that understands that our clients come first every time.

Tax Rates – Alberta

Higher federal tax bracket thresholds, as well as increased tax credit and benefit amounts are a few of the key changes for the 2024 tax year.
Posted on January 06 | Resources
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January 6, 2024/by Natalie Nguyen

Alitis’ 2nd annual Toy Drive a huge success!

This year’s event aimed to surpass last year’s donations to reach even more children and families in need.
Posted on December 15 | Insights
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December 15, 2023/by Natalie Nguyen

Solid Returns & Low Volatility: Alitis is Different from the Rest

Alitis Investment Counsel is a boutique wealth management firm based out of beautiful Vancouver Island, that’s dedicated to doing things a little differently.
Posted on December 12 | Insights
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December 12, 2023/by caorda

PMAC – Is a Portfolio Manager Right for You

Posted on December 05 | Resources
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December 5, 2023/by caorda

Alitis’ Top 5 TFSA Tips for 2023

Tax Free Savings Accounts (“TFSA”s) are one thing whose benefits can really add up over time. Here are our top 5 TFSA tips to keep in mind.
Posted on November 28 | Insights
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November 28, 2023/by caorda

Real Estate Investment Nets a 39.3% Return – A Case Study

Alitis invested in the Centennial Court development located in Langford, BC which was sold for $70,500,000 in October 2023.
Posted on November 07 | Insights
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November 7, 2023/by Natalie Nguyen

Investing for the future: Real estate’s potential in a growing Canada

Governments are making positive changes which make building multi-family homes more feasible for development companies and investors.
Posted on October 30 | Insights
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October 30, 2023/by Natalie Nguyen

Delving Deeper into a Portfolio Managers’ True Roles

Gain insight on the process a Portfolio Manager follows to design a portfolio best suited to the needs of their clients.
Posted on October 16 | Insights
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October 16, 2023/by Natalie Nguyen