Why your family should be part of your estate planning conversation

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Discussing wealth planning with loved ones today can ensure a smoother, more secure future tomorrow.

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All 8 /Insights 7 /Resources 1

Alitis Private REIT wraps up 2023 with some major wins

Alitis Private REIT's unique investment strategy puts a strong focus on multi-family residential properties.
Posted on January 22 | Insights
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January 22, 2024/by Natalie Nguyen

Embracing the Journey: A Finalist for the 2024 Vancouver Island Business Excellence Awards

Alitis is proud to be a finalist for the 2024 Vancouver Island Business Excellence Awards.
Posted on January 16 | Insights
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January 16, 2024/by Natalie Nguyen

Solid Returns & Low Volatility: Alitis is Different from the Rest

Alitis Investment Counsel is a boutique wealth management firm based out of beautiful Vancouver Island, that’s dedicated to doing things a little differently.
Posted on December 12 | Insights
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December 12, 2023/by caorda

PMAC – Is a Portfolio Manager Right for You

Posted on December 05 | Resources
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December 5, 2023/by caorda

Five Important Tax Free Savings Account Tips – TFSA

Tax Free Savings Accounts (“TFSA”s) are one thing whose benefits can really add up over time. Here are our top 5 TFSA tips to keep in mind.
Posted on November 28 | Insights
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November 28, 2023/by caorda

Real Estate Investment Nets a 39.3% Return – A Case Study

Alitis invested in the Centennial Court development located in Langford, BC which was sold for $70,500,000 in October 2023.
Posted on November 07 | Insights
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November 7, 2023/by Natalie Nguyen

Investing for the future: Real estate’s potential in a growing Canada

Governments are making positive changes which make building multi-family homes more feasible for development companies and investors.
Posted on October 30 | Insights
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October 30, 2023/by Natalie Nguyen

Delving Deeper into a Portfolio Managers’ True Roles

Gain insight on the process a Portfolio Manager follows to design a portfolio best suited to the needs of their clients.
Posted on October 16 | Insights
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October 16, 2023/by Natalie Nguyen