Filing Your 2025 Taxes: Updates for a smooth tax season

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This articles highlights several updates that may impact your 2025 tax filing and some tips to simplify the process.

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Milestones 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
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January 28, 2025/by Natalie Nguyen

Financial 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
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December 11, 2024/by Natalie Nguyen

Building 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
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December 3, 2024/by Natalie Nguyen

Alitis Investment Counsel launches third annual toy drive to support local families

Please drop off toys and gift cards through Dec. 5 to help make the holiday season brighter in Comox Valley and Campbell River.
Posted on November 21 | Insights
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November 21, 2024/by Natalie Nguyen

Your Brain vs. Your Wallet: Common Investor Biases

Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
Posted on November 12 | Insights
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November 12, 2024/by Natalie Nguyen

Understanding the Chartered Investment Manager (CIM®) Designation

The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services.
Posted on November 05 | Insights
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November 5, 2024/by Natalie Nguyen

Learn How RESPs Can Give Children a Future of Possibilities

“It’s not just about saving money. It’s about giving your child the best possible start in life.” This is what Brown loves most about his work – helping families secure their children’s futures.
Posted on October 22 | Insights
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October 22, 2024/by Natalie Nguyen

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
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October 15, 2024/by Natalie Nguyen