Why your family should be part of your estate planning conversation
Discussing wealth planning with loved ones today can ensure a smoother, more secure future tomorrow.
April 22, 2025/by Natalie NguyenTariffs, Trade Wars, & Your Investments
Market downturns are a part of investing, but they don't have to derail your financial future. Focus on what you can control, stick to your plan, and seek guidance when needed.
April 9, 2025/by Natalie NguyenWhy Supporting Local Matters
At Alitis, we believe that supporting our local economy is not just a responsibility—it’s an opportunity to help our communities thrive.
April 8, 2025/by Natalie NguyenRetirement Planning Vs Skydiving: 3 Ways to Secure Your Future
Retirement planning and skydiving have a lot in common. They both involve risk and planning. Let's talk about how to secure your future.
April 1, 2025/by Natalie NguyenBreaking barriers in finance: Why representation matters
Women bring diverse perspectives, risk-aware decision-making, and a collaborative approach, and studies show that diverse leadership leads to stronger company performance.
March 25, 2025/by Natalie NguyenThe Value of Advice in Volatile Times
Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
March 18, 2025/by Natalie NguyenUnderstanding Annual LIF Withdrawals and RRIF Minimum Payment Schedules
When planning for retirement, managing your income sources effectively is key to ensuring financial stability.
March 11, 2025/by Natalie NguyenPrioritizing People: A Client-Focused Approach to Wealth Management
Alitis was recently honoured with the Customer Service Award at the 50th Annual Comox Valley Chamber Awards.
February 24, 2025/by Natalie NguyenFirst Home Savings Account Explained
The FHSA is a registered savings account that allows you to save up to $40,000 tax-free for your first home purchase.
February 11, 2025/by Natalie NguyenFiling your 2024 Taxes: Updates for a smooth tax season
This articles highlights several updates that may impact your 2024 tax filing and some tips to simplify the process.
February 4, 2025/by Natalie NguyenMilestones to momentum: Alitis is poised for a strong 2025
Alitis is poised for a strong 2025 with 3 key real estate projects bringing strong returns and sustained growth.
January 28, 2025/by Natalie NguyenUnderstanding Your Tax Slips from Your Investment Accounts
This article provides a high-level summary of the more common tax slips, income tax reporting requirements, and some planning tips for the 2024 tax season.
January 21, 2025/by Natalie Nguyen