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Congratulations Harrison Brown!
Alitis Investment Counsel is pleased to announce that Harrison Brown is now a Chartered Financial Analyst (CFA) charterholder.
Posted on February 13 | Insights
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February 13, 2023/by Natalie NguyenRIF Payment Schedule and LIF Withdrawal Percentages
For both RIF & LIF accounts, the government requires you to make a minimum withdrawal each year. The percentage used to calculate the amount increases with your age.
Posted on February 02 | Resources
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February 2, 2023/by Natalie NguyenUnderstanding Your Tax Slips from Your Investment Accounts
Like most income earned in Canada, most investment income and capital gains on investments are taxable. The tax payable on investments varies by the type of investment and the type of account the investment is held in. This article provides a high-level summary of the more common tax slips, income tax reporting requirements and some planning tips.
Posted on January 31 | Resources
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January 31, 2023/by Natalie NguyenBusiness Excellence Award Finalist
Alitis is proud to be a finalist for the 2023 Vancouver Island Business Excellence Awards.
Posted on January 17 | Insights
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January 17, 2023/by Natalie NguyenCommunity Spotlight: Campbell River Grandmothers to Grandmothers
CR Grandmothers to Grandmothers raises funds to donate to the Stephen Lewis Foundation’s Grandmother's Campaign with the mission of delivering funds and other resources directly to community-led organizations who are leading responses to HIV and AIDS in sub-Saharan Africa.
Posted on January 12 | Insights
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January 12, 2023/by Natalie NguyenReal Estate Investments in Winnipeg
Real estate as an asset class has low correlation to the public markets which makes them an excellent choice to diversify a portfolio and provide the opportunity to deliver solid risk-adjusted returns.
Posted on January 06 | Insights
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January 6, 2023/by Natalie NguyenTax 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 2023 tax year.
Posted on January 06 | Resources
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January 6, 2023/by Natalie NguyenTax Rates – British Columbia
The past year has seen a lot of economic volatility, in part to high inflation, increasing interest rates and the COVID-19 restrictions aftermath. Read on for some of the key changes for the 2023 tax year.
Posted on January 06 | Resources
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January 6, 2023/by Natalie Nguyen
Investment Rocks: Applying Curling Strategies to Your Portfolio
|in InsightsCollaborating towards a common goal leads to better outcomes in both curling and the work we do to help people achieve their financial goals.