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
Read more
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
Read more
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
Read more
November 5, 2024/by Natalie NguyenLearn 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
Read more
October 22, 2024/by Natalie NguyenTrusted 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
Read more
October 15, 2024/by Natalie NguyenMaximizing 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
Read more
October 7, 2024/by Natalie NguyenCheers 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
Read more
October 2, 2024/by Natalie NguyenChanging Tides and Fluctuating Investment Markets in 2024
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
Read more
September 27, 2024/by Natalie Nguyen
Tax Planning Tips – Deferring Your BC Property Taxes in 2026
|in InsightsWhat B.C.’s updated property tax deferral program and compounding interest mean for homeowners.