Why your family should be part of your estate planning conversation

|in

Discussing wealth planning with loved ones today can ensure a smoother, more secure future tomorrow.

Read more
All 8 /Insights 8 /Resources 0

Changing 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 Nguyen

The 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 Nguyen

Alitis 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 Nguyen

Unlocking 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 Nguyen

The 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

Congratulations Apurva Parashar!

Alitis Investment Counsel is pleased to announce that Apurva Parashar is now licensed as a Portfolio Manager in BC, Alberta, Saskatchewan, Manitoba, and Ontario.
Posted on July 17 | Insights
Read more
July 17, 2024/by Natalie Nguyen

New Backpack Program Launched to Support Local Kids

This initiative aims to provide essential school supplies to children in need, ensuring they have the resources necessary to thrive academically.  
Posted on July 09 | Insights
Read more
July 9, 2024/by Natalie Nguyen

Registered Disability Savings Plans

A RDSP is a powerful savings strategy designed to secure the financial future of individuals with disabilities.
Posted on June 14 | Insights
Read more
June 14, 2024/by Natalie Nguyen