Trusted Contact Person: What It Is and Why You Should Name One
The role of a Trusted Contact Person (TCP) is vital for ensuring the security of investors, particularly in safeguarding against potential issues related to mental capacity, fraud, or financial exploitation.
Posted on October 15 | Insights
Read more
October 15, 2024/by Natalie NguyenMaximizing Your Business Sale: Insights from Industry Experts
In a virtual event collaboration by Alitis Investment Counsel. Chinook Business Advisory Inc., Chan Nowosad Boates Chartered Accountants and RLR Lawyers, experts from each firm delved into critical strategies for maximizing the proceeds of a business sale.
Posted on October 07 | Insights
Read more
October 7, 2024/by Natalie NguyenCheers to 15 Years!
Our 15th anniversary event was a heartfelt expression of appreciation for our clients, many of whom have been with the firm since the very beginning.
Posted on October 02 | Insights
Read more
October 2, 2024/by Natalie NguyenChanging Tides and Markets
Tides are a captivating force of nature that shapes the coast with power and rhythm. Similar to tides, financial markets also follow their own patterns, with a natural ebb and flow over time.
Posted on September 27 | Insights
Read more
September 27, 2024/by Natalie NguyenThe Certified Financial Planner (CFP) Designation: What It Is and Why It Matters
Whether it's planning for retirement, saving for a child's education, estate planning, or navigating the intricacies of taxes and investments, having a solid financial plan is essential. This is where the expertise of a Certified Financial Planner (CFP) comes into play.
Posted on September 05 | Insights
Read more
September 5, 2024/by Natalie NguyenAlitis celebrates 15 years of financial service
This September, Alitis marks its 15th anniversary, a milestone that highlights its commitment to providing a superior, client-focused investment experience.
Posted on August 20 | Insights
Read more
August 20, 2024/by Natalie NguyenUnlocking the Benefits of the Disability Tax Credit: What You Need to Know
The Disability Tax Credit (DTC) is more than a tax credit, it is the key to unlocking several additional disability benefits such as the Registered Disability Savings Plan (RDSP), the Canada Dental Benefit, and the new Canada Disability Benefit.
Posted on August 07 | Insights
Read more
August 7, 2024/by Natalie NguyenThe Philosophy of Change: Embracing Transformation for a Better Life and Financial Future
Change is fundamental, touching every aspect of our lives. From small shifts in our daily routines to significant changes in the global economy, our ability to adapt and embrace these changes can lead to better outcomes and a richer life.
Posted on July 29 | Insights
Read more
July 29, 2024/by Natalie Nguyen
Mid-Year Investment Outlook: Assessing U.S. Tariffs, Inflation, and Market Volatility
|in InsightsThe 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.