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Retirement Planning: Key Considerations to Make Before the Time Comes
Posted on March 29 | Insights
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March 29, 2023/by caordaAlitis officially opens its doors in Comox
Alitis celebrated its grand opening in Comox on Thursday, March 2nd from 3-6PM. The newest office, the third on Vancouver Island, is located at 103-695 Aspen Road.
Posted on March 10 | Insights
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March 10, 2023/by Natalie NguyenAnnouncing Alitis’ New CEO
Alitis is pleased to announce the appointment of Todd Blaseckie as Chief Executive Officer, effective March 1st, 2023. Todd’s appointment follows an extensive selection process.
Posted on March 06 | Insights
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March 6, 2023/by Natalie Nguyen2022 Investment Returns: Year in Review
How we positioned our investments played a significant role in the performance of the Alitis Pools in 2022. Overall, our positioning was very good as minimizing exposure to public markets and shifting towards mortgages and real estate allowed Alitis to avoid much of the turmoil experienced by others last year.
Posted on March 02 | Insights
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March 2, 2023/by caordaThe Alitis Investment Management Process
Investment decisions are guided by Alitis' detailed policies and procedures and are implemented by our highly experienced Investment Committee with the goal of providing solid returns with less risk.
Posted on February 28 | Resources
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February 28, 2023/by Natalie NguyenCommunity Spotlight: Junior Achievement
Alitis has four team members who actively volunteer through Junior Achievement: Marketing Coordinator Natalie Nguyen, Portfolio Manager Thomas Nowak, Associate Portfolio Manager Shawn Fetter and Associate Portfolio Manager Harrison Brown. Combined, they have delivered over 20 JA programs including: More than Money, Our Business World, Dollars with Sense, Economics for Success and the JA Company Program. These programs run from Grade 4 to Grade 12.
Posted on February 23 | Insights
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February 23, 2023/by Natalie NguyenThe Importance of Investing in an RRSP
There are several benefits of contributing to a Registered Retirement Savings Plan (RRSP).
Posted on February 15 | Insights
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February 15, 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 Nguyen
5 Categories of Tax Planning
|in InsightsThe objective of good tax planning is to structure your affairs in a legal fashion to minimize the amount of tax you pay.