Local insight, global expertise
Plan your financial future with personalized wealth management
When you invest with Alitis Investment Counsel, you’re not just entrusting your finances to a firm – you’re partnering with a team of professionals who live, work and invest right here in your community. With offices in Campbell River, Comox and Victoria, the Alitis Private Client Team blends global expertise with local insight to provide customized wealth management solutions rooted in trust and long-term relationships.
Our Campbell River team includes Todd Blaseckie, Aaron Robertson, Apurva Parashar, and Harrison Brown.
Leading the team is CEO & Portfolio Manager Todd Blaseckie, CFA, CFP®, who oversees the firm’s fixed income strategy while working closely with clients to deliver a holistic approach to wealth management. Born and raised in Campbell River, Todd understands the unique financial needs of Island families and helps clients build strategies for lasting financial independence.
Portfolio Manager and Head of Private Client, Aaron Robertson, CIM®, CFP® is known for his ability to simplify complex financial concepts. He leads with a deep commitment to improvement. “We are always striving to do better – asking ourselves, how can we improve? What new processes can we implement to enhance the client experience?” he says.
Passionate about building strong client relationships, Portfolio Manager Apurva Parashar, MBA, CAIA, CIM® brings a thoughtful, client-focused approach to her work. “I am continuously inspired to remain motivated and dedicated, always striving to deliver my utmost for our clients,” she says.
Portfolio Manager Harrison Brown, B.Sc., CFA, brings a passion for helping families with one of the most meaningful aspects of financial planning: legacy. “Intergenerational wealth planning isn’t just about assets – it’s about communication,” he says. “Families that involve their loved ones, their executors, and their financial professionals early on are far more likely to achieve the outcomes they want.”
That philosophy of planning ahead is shared by Associate Portfolio Manager Shawn Fetter, CIM®, CFP®, CLU®, based in Comox. “Achieving your financial goals requires both patience and commitment. Starting each year off right by ensuring you and your family are prepared for whatever 2025 may bring is key,” Fetter says. “Reviewing your estate documents and reassessing your financial goals are simple yet effective ways to begin the year with confidence and set yourself up for success.”
The Comox team also includes Portfolio Manager Emily Hofmann,CIM®, CFP® who specializes in financial planning for families and professionals. Emily believes investment management is only one piece of the solution and is best implemented with a financial planning overlay.
In Victoria, Portfolio Manager Usman Afzal, CFA brings a data-driven yet highly personal approach to investment strategy. He’s known for being a clear communicator and is very active in the community, regularly attending or hosting educational and networking events.
At Alitis, wealth management isn’t just about portfolios – it’s about people, legacy and understanding what truly matters. After all, you’re not just investing for today, you’re planning for a future that reflects your goals, your values, and your community.
Our Team at Alitis
Our dedicated team at Alitis has over 250 years of collective industry experience. But what makes us unique is the high level of integrity that every team member brings to the table.
Along with experience and integrity, each team member at Alitis shares the same commitment to our clients. At the end of the day, we measure our success based on the success of you reaching your financial goals.
If you’re interested in investing with Alitis, let’s have a conversation:
