Filing your 2024 Taxes: Updates for a smooth tax season
This articles highlights several updates that may impact your 2024 tax filing and some tips to simplify the process.
February 4, 2025/by Natalie NguyenMilestones to momentum: Alitis is poised for a strong 2025
Alitis is poised for a strong 2025 with 3 key real estate projects bringing strong returns and sustained growth.
January 28, 2025/by Natalie NguyenUnderstanding 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 2024 tax season.
January 21, 2025/by Natalie NguyenTax Rates – Alberta
The new year brings new and changing Alberta taxes. View this article for ley updates on tax brackets, CPP, RRSP and TFSA limits, and more.
January 14, 2025/by Natalie Nguyen2025 BC Tax Brackets – Tax Rates
New year, new changes — Key changes for the 2025 tax year.
January 9, 2025/by Natalie NguyenFinancial Planning for 2025: 4 expert tips to keep your financial goals on track
From reviewing estate documents to revisiting financial goals – set yourself up for a successful year!
December 11, 2024/by Natalie NguyenBuilding a Stronger Community
As a firm, we believe in actively supporting and connecting with the communities where we live, work, and play.
December 3, 2024/by Natalie Nguyen2024 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 27, 2024/by Natalie NguyenAlitis Investment Counsel launches third annual toy drive to support local families
Please drop off toys and gift cards through Dec. 5 to help make the holiday season brighter in Comox Valley and Campbell River.
November 21, 2024/by Natalie NguyenYour Brain vs. Your Wallet: Common Investor Biases
Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
November 12, 2024/by Natalie NguyenUnderstanding the Chartered Investment Manager (CIM®) Designation
The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services.
November 5, 2024/by Natalie NguyenLearn How RESPs Can Give Children a Future of Possibilities
“It’s not just about saving money. It’s about giving your child the best possible start in life.” This is what Brown loves most about his work – helping families secure their children’s futures.
October 22, 2024/by Natalie Nguyen