First 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
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February 11, 2025/by Natalie NguyenFiling your 2024 Taxes: Updates for a smooth tax season
This articles highlights several updates that may impact your 2024 tax filing and some tips to simplify the process.
Posted on February 04 | Insights
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February 4, 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
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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
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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
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December 3, 2024/by Natalie NguyenAlitis 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 NguyenYour 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 NguyenUnderstanding 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
From Planning to Investing: Our Approach to Comprehensive Wealth Management
|in InsightsFrom portfolio management to planning, strategy, and long-term guidance, our approach is built around understanding the full picture of our clients’ lives and goals.