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

Canadian Housing Market Update – August 2022

The affordable end of the market, whether condos or rental apartments, is where most of Alitis’ real estate exposure is concentrated, so we feel that we are very well positioned within the current economic environment and our investments continue to perform well.
August 30, 2022/by caorda

Diversify your investments with real estate, without the stress of being a landlord

Alitis partners with developers and other real estate managers to help facilitate their projects, providing much-needed housing while also offering a quality investment to our clients.
August 22, 2022/by caorda

Solid Returns & Low Volatility: Alitis is Different from the Rest

Alitis Investment Counsel is a boutique wealth management firm based out of beautiful Vancouver Island, that’s dedicated to doing things a little differently.
July 19, 2022/by caorda

Alitis – What is Private Debt?

Private Debt Investments are loans made to individuals and companies that are not created or financed by the banks, nor are they traded in the open market. These are loan contracts that are individually negotiated between the lender and the borrower.
June 14, 2022/by caorda