9 in 10 Canadians Underuse Their TFSAs
The Tax-Free Savings Account (TFSA) is one of the most powerful tools Canadians have to grow wealth in a tax-efficient way. Despite over 17 million Canadians holding a TFSA, less than 10% fully utilize their contribution room.
September 16, 2025/by Natalie NguyenEstate Planning Made Easier
Our Estate Planning: Preparing to Meet Your Lawyer handout is a practical “pre-start” guide designed to make that first step less intimidating and far more productive.
September 9, 2025/by Natalie NguyenBlending tradition and innovation: Building a balanced portfolio for today’s investors
The foundation of a strong portfolio still rests on traditional investments such as stocks, bonds, and preferred shares.
August 26, 2025/by Natalie NguyenSmart RESP Withdrawals: How to Minimize Taxes and Maximize Savings
RESPs are an excellent vehicle for funding post-secondary education, offering tax-deferred growth and access to generous government grants. But if the withdrawals aren’t planned carefully, you could miss out on valuable tax-saving opportunities.
August 14, 2025/by Natalie NguyenWhy do people invest in real estate in Canada?
People often invest in real estate because of the diversification, long-term stability, growth potential, and tangibility of the assets.
August 5, 2025/by Natalie NguyenPacking the essentials: Backpack program helps students with back-to-school needs
Now in its second year, the Alitis Backpack Program equips local children with the school supplies they need to succeed.
July 28, 2025/by Natalie NguyenMid-Year Investment Outlook: Assessing U.S. Tariffs, Inflation, and Market Volatility
The global economy is navigating the second half of 2025 with cautious optimism. At the same time, evolving trade discussions and U.S. tariff measures are adding some complexity to market dynamics.
June 23, 2025/by Natalie NguyenLocal insight, global expertise
At Alitis, wealth management isn’t just about portfolios – it’s about people, legacy and understanding what truly matters.
May 27, 2025/by Natalie NguyenCommunity Spotlight: Comox Valley Healthcare Foundation
The Comox Valley Healthcare Foundation (CVHF) is a registered charity dedicated to improving healthcare services in the Comox Valley.
May 20, 2025/by Natalie NguyenWhy 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 Nguyen