About the Presentation

In a time when the financial landscape seems turbulent and unpredictable, join us for an informative presentation where you’ll have the opportunity to gain valuable insights about Alitis’ investment strategy and risk reduction approaches, as well as how and why we add a real estate component to our investment portfolios.

During this in-person presentation, our expert speakers will navigate through the strategies crucial for success in volatile markets. Deciphering market trends, identifying potential opportunities amidst chaos, and making informed decisions while mitigating risks, the presentation aims to give you confidence to not just weather the storm but thrive amid uncertainty times.

Spaces are limited, so make sure to reserve your spot today!

Date: Thursday, February 1, 2024

Time: 2:00 – 3:00 PM

Location: Silver Room, Crown Isle Resort & Golf Community, 399 Clubhouse Drive, Courtenay, BC, V9N 9G3

Speakers

Mitchell Prothman

Mitchell Prothman, CFA, CFP®
Senior Portfolio Manager & Head of Real Assets

Mitchell is the lead portfolio manager for the Alitis Private REIT, the Alitis Private Real Estate LP, and the Alitis Private Mortgage Fund, with the responsibility for the real estate and mortgage strategy for the firm.

Mitchell has worked closely with real estate investments for the past 14 years and has invested ~$500 million in real estate and mortgage investments including both residential and commercial properties during this time.

Thomas Nowak

Thomas Nowak, CFA
Portfolio Manager

Thomas is a member of the Investment Committee and participates in the due diligence, monitoring, and research processes that go into the management of the Alitis Pools. He provides coverage and analysis across a variety of asset classes and works closely with the other members of the Investment Committee.

Prior to his current role, Thomas joined Alitis as part of its Administration Team, where he gained valuable insights into the financial services business and the importance of building client relationships.

Thomas holds the Chartered Financial Analyst (CFA®) designation and has a Bachelor’s of Commerce Degree with a major in Finance from the University of Northern British Columbia in Prince George, B.C.

Emily Hofmann

Emily Hofmann, CIM®, CFP®
Portfolio Manager

Emily works directly with clients as part of the Alitis Wealth Management Team. She works with families and professionals to help establish and accomplish their personal financial objectives. Emily believes investment management is only one piece of the solution and is best implemented with a financial planning overlay.

Emily started in the investment industry in 2008, right before the market crash. Witnessing the financial and emotional impact of that market crash strongly influenced her personal investment philosophy. Being a conservative investment manager has helped her discover her true passion: Financial Planning. Emily joined Alitis in 2012 and has since proved to be a great fit.

Emily’s qualifications include the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations, a diploma in Finance & Associate of Arts in Economics from Camosun College in Victoria, BC.

Emily lives in the Comox Valley with her husband and young sons. The entire family enjoys an outdoor west coast lifestyle: skiing in the winter, boating, gardening and camping in the summer.

Shawn Fetter, CIM®, CFP®, CLU®
Associate Portfolio Manager

Always someone who enjoys helping others, Shawn became a financial professional to assist clients to optimize their financial well-being.

He works with pre and post retirees and business owners to help them achieve financial security so they can enjoy a richer life. He is experienced in making the complex simple and creating clarity when the future seems blurred. Shawn comes up with innovative strategies to reduce taxes, increase wealth, and plan for the efficient transfer of wealth from one generation to another. Shawn is motivated to provide superior client service and making the planning process a little more fun!

Shawn’s qualifications include the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Chartered Life Underwriter (CLU®) designations. Shawn is Life Insurance licensed with Alitis Wealth Planning Inc. to assist clients with all their insurance planning needs.

Shawn lives in the Comox Valley with his wife, Sheila, and two children, Evan and Lauren. Outside of the office he can be found enjoying the outdoors on his skis, bike, at the golf course, or coaching his children’s soccer teams.

Alitis offers discretionary portfolio management using traditional and alternative asset classes with offices in Comox, Campbell River and Victoria.

Today, Alitis Investment Counsel manages over $435 million of private client assets, which includes a sizeable allocation to alternative investments. We are pleased to be able to offer such unique investment solutions that provides access to an asset class that is typically only available to high net worth or institutional investors.

Benefits of working with Alitis

  • Competitive Risk-Adjusted Returns

    Increased diversification dampens portfolio swings and tends to provide solid, more consistent returns year after year.

  • Lower Risk

    Alitis portfolios are constructed to demonstrate less volatility over the long term than similar stock/bond and mutual fund indices.

  • Active Management

    Alitis monitors the portfolios daily and will make adjustments to take advantage of short term opportunities or to avoid sudden risks.

  • Disciplined Portfolio Re-Balancing

    It is essential to re-balance investments within your portfolio as they move up and down, in order to control risk and buy good investments on short term dips.

  • Transparent Management Fees

    Set management fees based on the type of Pool and no additional performance fees.

  • Client Reporting

    You will receive high quality, personalized, monthly electronic statements showing your transaction history, portfolio holdings and your personal rate of return.

  • Investment Process

    Alitis constructs portfolios using a multi-manager approach that allows us to select the best of breed management teams and investment solutions available in order to create extremely-diversified portfolios with excellent risk-return profiles.

  • Investor Protection

    All monies and client assets are placed through and held at our custodian, Credential Qtrade Securities, who like all investment dealers in Canada, is a member of the Canadian Investor Protection Fund (CIPF).

  • Our Team

    With over 250 years of collective industry experience, our team of professionals are dedicated to delivering innovative solutions, thought-provoking advice and exceptional service.

Our Portfolios

We work within a clean and diligent investment approach in delivering our diverse offering of portfolios. Each Alitis fund has a well-defined mandate and fits within the overall offering with targets for risk and return. This ensures that we can provide you with a complete and individually tailored managed account.

What it means to be a Portfolio Manager

  • Professional Qualifications and Experience

    We are required to have the highest level of education and experience in the investment industry.

  • Personalized Management of Your Portfolio

    We provide ongoing management of your investments based on your current and changing needs and objectives.

  • Individual Investment Policy Statement

    We work with you to create an individual written agreement to lay out your investment portfolio and our relationship.