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At Alitis, wealth management isn’t just about portfolios – it’s about people, legacy and understanding what truly matters.

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All 8 /Insights 8 /Resources 0

Maximizing 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
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October 7, 2024/by Natalie Nguyen

Cheers 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
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October 2, 2024/by Natalie Nguyen

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
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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
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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
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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
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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
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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
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July 17, 2024/by Natalie Nguyen