Retirement Planning Vs Skydiving: 3 Ways to Secure Your Future
Retirement planning and skydiving have a lot in common. They both involve risk and planning. Let's talk about how to secure your future.
Posted on April 01 | Insights
Read more
April 1, 2025/by Natalie NguyenBreaking Gender Barriers in the Financial Advisor Field: Why Representation Matters
Women bring diverse perspectives, risk-aware decision-making, and a collaborative approach, and studies show that diverse leadership leads to stronger company performance.
Posted on March 25 | Insights
Read more
March 25, 2025/by Natalie NguyenThe Value of Advice in Volatile Times
Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
Posted on March 18 | Insights
Read more
March 18, 2025/by Natalie NguyenPrioritizing People: A Client-Focused Approach to Wealth Management
Alitis was recently honoured with the Customer Service Award at the 50th Annual Comox Valley Chamber Awards.
Posted on February 24 | Insights
Read more
February 24, 2025/by Natalie NguyenFirst Home Savings Account Explained
The FHSA is a registered savings account that allows you to save up to $40,000 tax-free for your first home purchase.
Posted on February 11 | Insights
Read more
February 11, 2025/by Natalie NguyenMilestones to momentum: Alitis is poised for a strong 2025
Alitis is poised for a strong 2025 with 3 key real estate projects bringing strong returns and sustained growth.
Posted on January 28 | Insights
Read more
January 28, 2025/by Natalie NguyenFinancial 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
Read more
December 11, 2024/by Natalie NguyenBuilding 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
Read more
December 3, 2024/by Natalie Nguyen
Why deferring your property taxes deserves a second look
|in InsightsWhat B.C.’s updated property tax deferral program and compounding interest mean for homeowners.