With nearly 75 per cent of small business enterprises expected to change hands in the next decade, owners are facing one of the most significant – and often most underestimated – financial events of their lives.
The Tax-Free Savings Account (TFSA) is one of the most powerful tools Canadians have to grow wealth in a tax-efficient way. Despite over 17 million Canadians holding a TFSA, less than 10% fully utilize their contribution room.
Our Estate Planning: Preparing to Meet Your Lawyer handout is a practical “pre-start” guide designed to make that first step less intimidating and far more productive.
The foundation of a strong portfolio still rests on traditional investments such as stocks, bonds, and preferred shares.
RESPs are an excellent vehicle for funding post-secondary education, offering tax-deferred growth and access to generous government grants. But if the withdrawals aren’t planned carefully, you could miss out on valuable tax-saving opportunities.
People often invest in real estate because of the diversification, long-term stability, growth potential, and tangibility of the assets.
Now in its second year, the Alitis Backpack Program equips local children with the school supplies they need to succeed.
The global economy is navigating the second half of 2025 with cautious optimism. At the same time, evolving trade discussions and U.S. tariff measures are adding some complexity to market dynamics.
At Alitis, wealth management isn’t just about portfolios – it’s about people, legacy and understanding what truly matters.
The Comox Valley Healthcare Foundation (CVHF) is a registered charity dedicated to improving healthcare services in the Comox Valley.