Whether it’s planning for retirement, saving for a child’s education, estate planning, or navigating the intricacies of taxes and investments, having a solid financial plan is essential. This is where the expertise of a Certified Financial Planner (CFP) comes into play.
This September, Alitis marks its 15th anniversary, a milestone that highlights its commitment to providing a superior, client-focused investment experience.
The Disability Tax Credit (DTC) is more than a tax credit, it is the key to unlocking several additional disability benefits such as the Registered Disability Savings Plan (RDSP), the Canada Dental Benefit, and the new Canada Disability Benefit.
Change is fundamental, touching every aspect of our lives. From small shifts in our daily routines to significant changes in the global economy, our ability to adapt and embrace these changes can lead to better outcomes and a richer life.
Alitis Investment Counsel is pleased to announce that Apurva Parashar is now licensed as a Portfolio Manager in BC, Alberta, Saskatchewan, Manitoba, and Ontario.
This initiative aims to provide essential school supplies to children in need, ensuring they have the resources necessary to thrive academically.
A RDSP is a powerful savings strategy designed to secure the financial future of individuals with disabilities.
No matter how small, the benefit of starting now and thinking long term cannot be understated. Much like snowballs turning into glaciers.
In partnership with Camosun College, Alitis Investment Counsel has established two $1,500 Women in Finance Grants as awards for female students in the Bachelor of Business Administration, Accounting Degree program, or the Accounting and Finance, Advanced Certificate program.
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).