From Planning to Investing: Our Approach to Comprehensive Wealth Management

From portfolio management to planning, strategy, and long-term guidance, our approach is built around understanding the full picture of our clients’ lives and goals.
March 17, 2026/by Natalie Nguyen

Filing Your 2025 Taxes: Updates for a smooth tax season

This articles highlights several updates that may impact your 2025 tax filing and some tips to simplify the process.
March 3, 2026/by Natalie Nguyen

Understanding Annual LIF Withdrawals and RRIF Minimum Payment Schedules

When planning for retirement, managing your income sources effectively is key to ensuring financial stability.
February 24, 2026/by Natalie Nguyen

Understanding 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 2025 tax season.
February 18, 2026/by Natalie Nguyen

Tax Rates – Alberta

The new year brings new and changing Alberta taxes. View this article for key updates on tax brackets, CPP, RRSP and TFSA limits, and more.
February 17, 2026/by Natalie Nguyen

2026 BC Income Tax Brackets – CRA Tax Rates

New year, new changes — Key changes for the 2026 tax year.
February 10, 2026/by Natalie Nguyen

Alitis Recognized as Family First Finalist at the 2025 Comox Valley Chamber of Commerce Awards

Building on last year’s achievement of winning the Customer Service Award at the 2024 Comox Valley Chamber of Commerce Awards, we are honored to be recognized once again as a Family First Finalist for 2025.
February 3, 2026/by Natalie Nguyen

Announcing Alitis’ New CEO

Alitis is pleased to announce the appointment of Lisa Sillanpää as Chief Executive Officer, effective January 1, 2026.
December 18, 2025/by Natalie Nguyen

2026 Investment Outlook

Reflecting on a milestone year where we saw strong equity gains, real estate shifts, and firm growth which shapes our 2026 outlook.
December 15, 2025/by Natalie Nguyen

2025 Holiday Hours

As the holiday season approaches, we would like to share our adjusted hours to ensure you can plan your visits and inquiries accordingly.
November 26, 2025/by Natalie Nguyen

Commitment to Community: Alitis’ Fourth Annual Toy Drive

As the holiday season approaches, Alitis is once again inviting the community to join in the spirit of giving.

This year marks Alitis Investment Counsel’s fourth annual toy drive. Building on the success of previous years, the Alitis team is determined to make this season’s campaign its most impactful yet.
November 14, 2025/by Natalie Nguyen

Key Highlights from Canada’s 2025 Federal Budget for Investors and Retirees

The budget has two key themes of reducing operating spending and increasing investment in capital investments.
November 10, 2025/by Natalie Nguyen