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.
For both RIF & LIF accounts, the government requires you to make a minimum withdrawal each year. The percentage used to calculate the amount increases with your age.
Like most income earned in Canada, most investment income and capital gains on investments are taxable. The tax payable on investments varies by the type of investment and the type of account the investment is held in. This article provides a high-level summary of the more common tax slips, income tax reporting requirements and some planning tips.
Higher federal tax bracket thresholds, as well as increased tax credit and benefit amounts are a few of the key changes for the 2023 tax year.
The past year has seen a lot of economic volatility, in part to high inflation, increasing interest rates and the COVID-19 restrictions aftermath. Read on for some of the key changes for the 2023 tax year.
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.
The entire team at Alitis would like to wish you and your family the best of the holiday season and a Happy New Year!
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.
Electronic signatures allow you to legally sign documents and replace paper-based handwritten “wet” signatures.
Yes, electronic signatures are valid and legally binding in Canada.
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.
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.
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.
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.
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.
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
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.
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.
Follow these steps to electronically deposit money into your RRSP, TFSA, or investment account through your online banking account.
Each account will need to be added as a separate payee should you wish to make deposits to multiple accounts.
Once the service has been set up, you can make a deposit to your Credential Qtrade account by doing the following:
It will take between 24 and 48 hours for the transaction to complete and your funds to appear in your Credential Qtrade account. Please note that this function is for one-time deposits of $1,000 or more only. If you would like to set up recurring deposits such as a monthly RSP contribution, please contact your financial advisor and they will assist you in setting this up.
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