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Understanding Annual LIF Withdrawals and RRIF Minimum Payment Schedules

March 11, 2025|in Resources

When planning for retirement, managing your income sources effectively is key to ensuring financial stability.

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Tax Rates – Alberta

January 14, 2025|in Resources

The new year brings new and changing Alberta taxes. View this article for ley updates on tax brackets, CPP, RRSP and TFSA limits, and more.

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https://www.alitis.ca/wp-content/uploads/2024/01/Alberta.jpg 644 965 Natalie Nguyen https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg Natalie Nguyen2025-01-14 09:00:202025-03-21 17:58:19Tax Rates – Alberta

2025 BC Tax Brackets – Tax Rates

January 9, 2025|in Resources

New year, new changes — Key changes for the 2025 tax year.

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2024 Holiday Hours

November 27, 2024|in Resources

As the holiday season approaches, we would like to share our adjusted hours to ensure you can plan your visits and inquiries accordingly.

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https://www.alitis.ca/wp-content/uploads/2024/11/Website-Images-44.jpg 644 965 Natalie Nguyen https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg Natalie Nguyen2024-11-27 09:33:592024-12-02 10:53:592024 Holiday Hours

Electronic Deposits through Online Banking

April 1, 2024|in Resources

Follow these steps to electronically deposit money into your RRSP, TFSA, or investment account through your online banking account.

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https://www.alitis.ca/wp-content/uploads/2022/10/beautiful-blur-casual-935756.jpg 375 800 caorda https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg caorda2024-04-01 09:00:552024-05-22 16:48:43Electronic Deposits through Online Banking

PMAC – Is a Portfolio Manager Right for You

December 5, 2023|in Resources
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The Alitis Investment Management Process

February 28, 2023|in Resources

Investment decisions are guided by Alitis’ detailed policies and procedures and are implemented by our highly experienced Investment Committee with the goal of providing solid returns with less risk.

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https://www.alitis.ca/wp-content/uploads/2023/02/Alitis-Investment-Management-Process.jpg 644 965 Natalie Nguyen https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg Natalie Nguyen2023-02-28 15:04:252023-08-24 13:25:03The Alitis Investment Management Process

New Website Launched

November 15, 2022|in Resources

Designed with purpose and transparency in mind, our revamped website provides more valuable content such as the investment details for all of our current funds. We’ve improved the navigation within the site and across different platforms; whether you are viewing on your desktop, tablet or mobile device, we hope you have an enjoyable experience.

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Electronic Signatures at Alitis

May 22, 2020|in Resources

Alitis is excited to announce that we can now accept electronic signatures on most Alitis account forms using the DocuSign platform. While we love to meet our clients in person, the social distancing measures in place for the foreseeable future mean that most of our client meetings will occur by phone or video conference. Offering electronic signatures will allow us to continue to open new accounts and make changes to your existing accounts, if necessary. We have created an FAQ section below to provide further information and details.

What is an electronic signature?

Electronic signatures allow you to legally sign documents and replace paper-based handwritten “wet” signatures.

Are electronic signatures legally binding?

Yes, electronic signatures are valid and legally binding in Canada.

What are the benefits of electronic signatures?

Electronic signatures allow clients to quickly and easily sign Alitis forms at anytime, from anywhere in the world. Electronic signatures also reduce the use of paper and envelopes making it an environmentally friendly way to process documents.

What is DocuSign?

DocuSign is an American company headquartered in San Francisco that provides a secure method of sending client documents to obtain electronic signatures. DocuSign was founded in 2003 and is one of the leading e-signature providers in North America. DocuSign is widely used in the real estate industry so if you have bought property in the last five years you may be familiar with the platform.

How will Alitis use DocuSign?

Alitis plans to use DocuSign in order to facilitate the collection of client signatures required on Alitis forms. The documents will be delivered via email, electronically signed by clients, and automatically returned to the Alitis team for processing.

Will all Alitis forms be signed with DocuSign?

Most Alitis forms that require client signatures can be signed with DocuSign, however there are a few exceptions. For example, forms that designate an account beneficiary or make changes to a beneficiary will still require a wet signature.

Will all clients need to use DocuSign?

DocuSign will be optional for all clients. While we expect most clients will enjoy the quick and efficient collection of signatures that DocuSign provides, we will be more than happy to collect paper-based signatures upon request.

Are electronic signatures secure?

Electronic documents signed using the DocuSign platform are encrypted and tamper evident. A Certificate of Completion is provided for all documents which provides an audit trail of the process including who signed and when. More information about the security of DocuSign can be found here: https://www.docusign.com/trust/security

Will I need to create a DocuSign account?

There is no requirement to create a DocuSign account in order to sign Alitis documents. You may be given the option to create an account, however it is not required.

What if I need assistance signing the document electronically?

The Alitis Team will always be available to assist with electronic signatures. Please don’t hesitate to contact us at 1-800-667-2554 for assistance.

To download the guide, please click here.

https://www.alitis.ca/wp-content/uploads/2022/10/Signature.png 375 800 caorda https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg caorda2020-05-22 19:59:072023-12-18 17:40:10Electronic Signatures at Alitis

Alitis Insights

Insights is a great place to come for information on Alitis, Alternative investments, our funds and the broader market.

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Interested in working with Alitis? Get in touch.

Get in touch with Alitis

Campbell River

101-909 Island Highway
Campbell River, BC, V9W 2C2
P: 250.287.4933

Comox Valley

103-695 Aspen Road
Comox, BC, V9M 3P5
P: 250.890.1372

Victoria

1480 Fort Street
Victoria, BC V8S 1Z5
P: 250.386.4933

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