Tax Planning Tips – Deferring Your BC Property Taxes in 2026
What B.C.’s updated property tax deferral program and compounding interest mean for homeowners.
Estate Planning Made Easier
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.
When to start taking CPP
Learn about CPP, its benefits, and how it can provide financial support in retirement. Find out the best age to receive CPP.
Financial Planning in Volatile Times: Retire with Confidence
Rising 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.
Cybersecurity at Alitis: Safeguarding Trust, Data, and Assets
Good cybersecurity works like the layers of protection around a home. You lock your doors, but you might also have an alarm, a camera, or a dog who barks. Each layer reinforces the others. Even if one fails, the rest keep you safe.
Investing on your own terms: Why independent financial planning is a strength worth building on
We help individuals redefine retirement on their own terms. Discover why independent financial planning is a strength worth building on.
From Planning to Investing: Our Approach to Comprehensive Wealth Management
From portfolio management to planning, strategy, and long-term guidance, our approach is built around understanding the full picture of our clients’ lives and goals.
Filing Your 2025 Taxes: Updates for a smooth tax season
This articles highlights several updates that may impact your 2025 tax filing and some tips to simplify the process.
Understanding Your Tax Slips from Your Investment Accounts
This article provides a high-level summary of the more common tax slips, income tax reporting requirements, and some planning tips for the 2025 tax season.
Alitis Recognized as Family First Finalist at the 2025 Comox Valley Chamber of Commerce Awards
Building on last year’s achievement of winning the Customer Service Award at the 2024 Comox Valley Chamber of Commerce Awards, we are honored to be recognized once again as a Family First Finalist for 2025.