Alitis Investment Update: Inflation, Rising Interest Rates, Recession?
In this Alitis Investment Update, we discuss and highlight current trends in inflation, interest rates, immigration, real estate, and more.
Posted on May 19 | Insights
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May 19, 2024/by caordaLearn How to Build Your Wealth Like the Ultra-wealthy
If you want to find the best strategy for building wealth, you look to those that have accumulated the biggest portfolios over the years. Enter the “Ultra-High Net Worth Individual” (UHNWI).
Posted on May 14 | Insights
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May 14, 2024/by caordaLearnings from “My Life in Full: Work, Family, and Our Future” by Indra Nooyi
This book offers invaluable insights and lessons, drawn from Indra's remarkable journey as a business leader and as a woman of Indian origin navigating life in America as an immigrant, alongside her journey through corporate America.
Posted on April 29 | Insights
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April 29, 2024/by Natalie Nguyen5 Categories of Tax Planning
The objective of good tax planning is to structure your affairs in a legal fashion to minimize the amount of tax you pay.
Posted on April 26 | Insights
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April 26, 2024/by caordaAlitis celebrates client retention rate of 99%
We put immense focus on how we work with our clients and have created a work culture that understands that our clients come first every time.
Posted on April 16 | Insights
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April 16, 2024/by Natalie NguyenElectronic Deposits through Online Banking
Follow these steps to electronically deposit money into your RRSP, TFSA, or investment account through your online banking account.
Posted on April 01 | Resources
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April 1, 2024/by caordaProtecting Yourself: Beware of the Latest CRA and DocuSign Scams
It is important to be aware of common scams and to stay vigilant to avoid becoming a victim. This article will discuss the latest CRA and DocuSign scams going around.
Posted on March 25 | Insights
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March 25, 2024/by Natalie NguyenCongratulations Harrison Brown – Investment Portfolio Manager at Alitis
Alitis Investment Counsel is pleased to announce that Harrison Brown is now licensed as a Portfolio Manager in BC, Alberta, and Ontario.
Posted on March 21 | Insights
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March 21, 2024/by Natalie Nguyen
Retire with Confidence: Financial Planning in Volatile Times
|in InsightsRising living costs, market volatility, natural disasters, and major life transitions all impact our thinking and can make us feel like planning is impossible. But it is possible, with the right perspective and direction.