GivingTuesday 2022

As a team, Alitis has donated $800 to the Cancer Drive Line as part of the GivingTuesday movement.
November 29, 2022/by Natalie Nguyen

Making spirits bright: Collecting donations for local kids

Community giving will continue to be at the forefront of what we do at Alitis. As a firm, we strive to be active members within our communities through both volunteer time and donations, to truly maximize the impact of our efforts.
November 21, 2022/by Natalie Nguyen

New Website Launched

Designed with purpose and transparency in mind, our revamped website provides more valuable content such as the investment details for all of our current funds. We've improved the navigation within the site and across different platforms; whether you are viewing on your desktop, tablet or mobile device, we hope you have an enjoyable experience.
November 15, 2022/by Natalie Nguyen

Community Spotlight: Patron of the Arts

The season’s most glamorous event, the Wearable Art Show, was held on October 15th at the Tidemark Theatre. The evening consisted of a high-quality production of a showcase of new and recycled wearable art and is also a major fundraiser for POTA.
November 9, 2022/by Natalie Nguyen

2022 Holiday Hours

The entire team at Alitis would like to wish you and your family the best of the holiday season and a Happy New Year!
November 2, 2022/by Natalie Nguyen

Learnings from Last Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase

Last Man Standing, by author Duff McDonald, provides readers a deep insight into the life and career progression of Jamie Dimon, his relationship with mentor Sandy Weill (& the subsequent falling out) along with the happenings of the financial markets in the early 1980s, 1990s, and 2000s leading up to the Global Financial Crisis of 2008-09 and the aftermath.
October 25, 2022/by Natalie Nguyen

How to include charitable giving in your estate plan

With estate planning, many people worry that donating to charity will take inheritance away from their heirs. In reality, leaving money to charity means that you are adopting another child and disinheriting the taxman.
October 21, 2022/by Natalie Nguyen

When to start taking CPP

It is important to remember that everyone has a unique situation, and when your friends or neighbors start taking CPP, may not be the right decision for you.
October 11, 2022/by Natalie Nguyen

What are Alternative Investments?

Alternative investments, also referred to as non-traditional investments, include all investment types other than stocks, bonds, or cash, and aim to deliver returns that have little to no correlation to these traditional asset classes.
October 1, 2022/by Natalie Nguyen

Alitis Investment Counsel Opens New Victoria Location

Continued growth has prompted a move to a new location for our Victoria office. What makes this move special is that our new office space is a registered Heritage Home through the Victoria Heritage Foundation.
September 23, 2022/by caorda

Alitis Income & Growth Pool is outperforming all Canadian funds in its category

The secret to success at Alitis is diversification. Not just a diverse selection of stocks and bonds, but also a meaningful allocation to alternative investments, including private real estate, private mortgages, private debt, private equity and hedge funds.
September 22, 2022/by caorda

Community Spotlight: Campbell River Hospital Foundation

The Campbell River Hospital Foundation is a charity that we, as a company, take an active role in each year.  We believe in helping the CRHF in their efforts to elevate the standard of care in Campbell River, as well as the rest of the North Island as the hospital touches the lives of ~56,000 people in the area.
September 13, 2022/by caorda