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

RIF Payment Schedule and LIF Withdrawal Percentages

February 2, 2023|in Resources

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.

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https://www.alitis.ca/wp-content/uploads/2022/10/lif-rif-1.jpg 375 800 Natalie Nguyen https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg Natalie Nguyen2023-02-02 19:10:272023-04-11 18:59:33RIF Payment Schedule and LIF Withdrawal Percentages

Understanding Your Tax Slips from Your Investment Accounts

January 31, 2023|in Resources

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.

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https://www.alitis.ca/wp-content/uploads/2022/10/piggybank.jpg 375 800 Natalie Nguyen https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg Natalie Nguyen2023-01-31 12:02:392023-02-13 16:00:13Understanding Your Tax Slips from Your Investment Accounts

Tax Rates – Alberta

January 6, 2023|in Resources

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.

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https://www.alitis.ca/wp-content/uploads/2023/01/Alberta.png 644 965 Natalie Nguyen https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg Natalie Nguyen2023-01-06 15:55:202023-01-06 15:56:02Tax Rates – Alberta

Tax Rates – British Columbia

January 6, 2023|in Resources

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.

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https://www.alitis.ca/wp-content/uploads/2023/01/Tofino-BC.png 644 965 Natalie Nguyen https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg Natalie Nguyen2023-01-06 15:54:582023-04-26 08:44:40Tax Rates – British Columbia

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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https://www.alitis.ca/wp-content/uploads/2022/11/shayd-johnson-LTzlrL8VCuU-unsplash-scaled.jpg 1707 2560 Natalie Nguyen https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg Natalie Nguyen2022-11-15 15:34:282023-05-03 10:15:17New Website Launched

2022 Holiday Hours

November 2, 2022|in Resources

The entire team at Alitis would like to wish you and your family the best of the holiday season and a Happy New Year!

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https://www.alitis.ca/wp-content/uploads/2022/11/pexels-ylanite-koppens-1693652-scaled.jpg 1707 2560 Natalie Nguyen https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg Natalie Nguyen2022-11-02 15:32:552022-11-02 15:43:452022 Holiday Hours

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 19:59:072022-10-20 12:07:33Electronic Signatures at Alitis

Electronic Deposits through Online Banking

January 29, 2019|in Resources

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

 

  • Sign into your online banking account
  • Select the “Add Payee” feature (or similar function)
  • Search for, or Add Credential Securities Inc. as the payee and input your eight digit Credential Qtrade account number

 

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:

 

  • Select the “Bill Payment” feature (or similar function)
  • Choose the appropriate Credential Qtrade account as the payee, enter the dollar amount and the date your deposit is to be completed and verify your payment amount (sometimes by pressing continue, then Confirm)

 

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.

Download Instructions (PDF)
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 caorda2019-01-29 19:23:552023-02-28 11:49:58Electronic Deposits through Online Banking

PMAC – Is a Portfolio Manager Right for You

January 29, 2019|in Resources

Portfolio managers are firms and people who manage investment portfolios on behalf of individuals, foundations, endowments and pensions. Portfolio managers differ from mass-market or retail investment managers because they manage larger amounts of money for fewer clients. 

https://www.alitis.ca/wp-content/uploads/2022/10/iStock-473726842.jpg 375 800 caorda https://www.alitis.ca/wp-content/uploads/2022/09/alitis-logo.svg caorda2019-01-29 19:23:462022-10-20 12:07:46PMAC – Is a Portfolio Manager Right for You

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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  • Examining the Impact of Investing in Real Estate on the Housing Crisis in CanadaMay 8, 2023 - 10:00 am
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  • Protecting Yourself: Beware of the Latest CRA and DocuSign ScamsApril 24, 2023 - 10:03 am

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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