Financial Planning for 2025: 4 expert tips to keep your financial goals on track
From reviewing estate documents to revisiting financial goals – set yourself up for a successful year!
Building a Stronger Community
As a firm, we believe in actively supporting and connecting with the communities where we live, work, and play.
Alitis Investment Counsel launches third annual toy drive to support local families
Please drop off toys and gift cards through Dec. 5 to help make the holiday season brighter in Comox Valley and Campbell River.
Your Brain vs. Your Wallet: Common Investor Biases
Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
Understanding the Chartered Investment Manager (CIM®) Designation
The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services.
Learn How RESPs Can Give Children a Future of Possibilities
“It’s not just about saving money. It’s about giving your child the best possible start in life.” This is what Brown loves most about his work – helping families secure their children’s futures.
Trusted Contact Person: What It Is and Why You Should Name One
The role of a Trusted Contact Person (TCP) is vital for ensuring the security of investors, particularly in safeguarding against potential issues related to mental capacity, fraud, or financial exploitation.
Maximizing Your Business Sale: Insights from Industry Experts
In a virtual event collaboration by Alitis Investment Counsel. Chinook Business Advisory Inc., Chan Nowosad Boates Chartered Accountants and RLR Lawyers, experts from each firm delved into critical strategies for maximizing the proceeds of a business sale.
Cheers to 15 Years!
Our 15th anniversary event was a heartfelt expression of appreciation for our clients, many of whom have been with the firm since the very beginning.
Changing Tides and Fluctuating Investment Markets in 2024
Tides are a captivating force of nature that shapes the coast with power and rhythm. Similar to tides, financial markets also follow their own patterns, with a natural ebb and flow over time.