Alitis officially opens its doors in Comox
Alitis celebrated its grand opening in Comox on Thursday, March 2nd from 3-6PM. The newest office, the third on Vancouver Island, is located at 103-695 Aspen Road.
March 10, 2023/by Natalie NguyenAnnouncing Alitis’ New CEO
Alitis is pleased to announce the appointment of Todd Blaseckie as Chief Executive Officer, effective March 1st, 2023. Todd’s appointment follows an extensive selection process.
March 6, 2023/by Natalie Nguyen2022 Investment Returns: Year in Review
How we positioned our investments played a significant role in the performance of the Alitis Pools in 2022. Overall, our positioning was very good as minimizing exposure to public markets and shifting towards mortgages and real estate allowed Alitis to avoid much of the turmoil experienced by others last year.
March 2, 2023/by caordaThe Alitis Investment Management Process
Investment decisions are guided by Alitis' detailed policies and procedures and are implemented by our highly experienced Investment Committee with the goal of providing solid returns with less risk.
February 28, 2023/by Natalie NguyenCommunity Spotlight: Junior Achievement
Alitis has four team members who actively volunteer through Junior Achievement: Marketing Coordinator Natalie Nguyen, Portfolio Manager Thomas Nowak, Associate Portfolio Manager Shawn Fetter and Associate Portfolio Manager Harrison Brown. Combined, they have delivered over 20 JA programs including: More than Money, Our Business World, Dollars with Sense, Economics for Success and the JA Company Program. These programs run from Grade 4 to Grade 12.
February 23, 2023/by Natalie NguyenThe Importance of Investing in a RRSP
There are several benefits of contributing to a Registered Retirement Savings Plan (RRSP).
February 15, 2023/by Natalie NguyenCongratulations Harrison Brown!
Alitis Investment Counsel is pleased to announce that Harrison Brown is now a Chartered Financial Analyst (CFA) charterholder.
February 13, 2023/by Natalie NguyenRIF Payment Schedule and LIF Withdrawal Percentages
For both RIF & LIF accounts, the government requires you to make a minimum withdrawal each year. The percentage used to calculate the amount increases with your age.
February 2, 2023/by Natalie NguyenUnderstanding Your Tax Slips from Your Investment Accounts
Like most income earned in Canada, most investment income and capital gains on investments are taxable. The tax payable on investments varies by the type of investment and the type of account the investment is held in. This article provides a high-level summary of the more common tax slips, income tax reporting requirements and some planning tips.
January 31, 2023/by Natalie NguyenBusiness Excellence Award Finalist
Alitis is proud to be a finalist for the 2023 Vancouver Island Business Excellence Awards.
January 17, 2023/by Natalie NguyenCommunity Spotlight: Campbell River Grandmothers to Grandmothers
CR Grandmothers to Grandmothers raises funds to donate to the Stephen Lewis Foundation’s Grandmother's Campaign with the mission of delivering funds and other resources directly to community-led organizations who are leading responses to HIV and AIDS in sub-Saharan Africa.
January 12, 2023/by Natalie NguyenReal Estate Investments in Winnipeg
Real estate as an asset class has low correlation to the public markets which makes them an excellent choice to diversify a portfolio and provide the opportunity to deliver solid risk-adjusted returns.
January 6, 2023/by Natalie Nguyen