Congratulations Apurva Parashar!
Alitis Investment Counsel is pleased to announce that Apurva Parashar is now licensed as a Portfolio Manager in BC, Alberta, Saskatchewan, Manitoba, and Ontario.
July 17, 2024/by Natalie NguyenNew Backpack Program Launched to Support Children’s Education
This initiative aims to provide essential school supplies to children in need, ensuring they have the resources necessary to thrive academically.
June 26, 2024/by Natalie NguyenRegistered Disability Savings Plans
No matter how small, the benefit of starting now and thinking long term cannot be understated. Much like snowballs turning into glaciers.
June 14, 2024/by Natalie NguyenThe Glacier Effect: Power of Compounding
No matter how small, the benefit of starting now and thinking long term cannot be understated. Much like snowballs turning into glaciers.
June 4, 2024/by Natalie NguyenAlitis partners with Camosun College to establish Women in Finance Grants
In partnership with Camosun College, Alitis Investment Counsel has established two $1,500 Women in Finance Grants as awards for female students in the Bachelor of Business Administration, Accounting Degree program, or the Accounting and Finance, Advanced Certificate program.
May 22, 2024/by Natalie NguyenLearn How to Build Your Wealth Like the Ultra-wealthy
If you want to find the best strategy for building wealth, you look to those that have accumulated the biggest portfolios over the years. Enter the “Ultra-High Net Worth Individual” (UHNWI).
May 14, 2024/by caordaLearnings from “My Life in Full: Work, Family, and Our Future” by Indra Nooyi
This book offers invaluable insights and lessons, drawn from Indra's remarkable journey as a business leader and as a woman of Indian origin navigating life in America as an immigrant, alongside her journey through corporate America.
April 29, 2024/by Natalie Nguyen5 Categories of Tax Planning
The objective of good tax planning is to structure your affairs in a legal fashion to minimize the amount of tax you pay.
April 26, 2024/by caordaAlitis celebrates client retention rate of 99%
We put immense focus on how we work with our clients and have created a work culture that understands that our clients come first every time.
April 16, 2024/by Natalie NguyenIntroducing Usman Afzal – Financial Planning in Victoria
Usman thrives on building one-on-one relationships with his clients and ensures that every client receives personalized attention and tailored solutions.
April 9, 2024/by Natalie NguyenElectronic Deposits through Online Banking
Follow these steps to electronically deposit money into your RRSP, TFSA, or investment account through your online banking account.
April 1, 2024/by caordaProtecting Yourself: Beware of the Latest CRA and DocuSign Scams
It is important to be aware of common scams and to stay vigilant to avoid becoming a victim. This article will discuss the latest CRA and DocuSign scams going around.
March 25, 2024/by Natalie Nguyen