Trusted Contact Person: What It Is and Why You Should Name One
The role of a Trusted Contact Person (TCP) is vital for ensuring the security of investors, particularly in safeguarding against potential issues related to mental capacity, fraud, or financial exploitation.
October 15, 2024/by Natalie NguyenMaximizing Your Business Sale: Insights from Industry Experts
In a virtual event collaboration by Alitis Investment Counsel. Chinook Business Advisory Inc., Chan Nowosad Boates Chartered Accountants and RLR Lawyers, experts from each firm delved into critical strategies for maximizing the proceeds of a business sale.
October 7, 2024/by Natalie NguyenCheers to 15 Years!
Our 15th anniversary event was a heartfelt expression of appreciation for our clients, many of whom have been with the firm since the very beginning.
October 2, 2024/by Natalie NguyenChanging Tides and Markets
Tides are a captivating force of nature that shapes the coast with power and rhythm. Similar to tides, financial markets also follow their own patterns, with a natural ebb and flow over time.
September 27, 2024/by Natalie NguyenThe Certified Financial Planner (CFP) Designation: What It Is and Why It Matters
Whether it's planning for retirement, saving for a child's education, estate planning, or navigating the intricacies of taxes and investments, having a solid financial plan is essential. This is where the expertise of a Certified Financial Planner (CFP) comes into play.
September 5, 2024/by Natalie NguyenAlitis celebrates 15 years of financial service
This September, Alitis marks its 15th anniversary, a milestone that highlights its commitment to providing a superior, client-focused investment experience.
August 20, 2024/by Natalie NguyenUnlocking the Benefits of the Disability Tax Credit: What You Need to Know
The Disability Tax Credit (DTC) is more than a tax credit, it is the key to unlocking several additional disability benefits such as the Registered Disability Savings Plan (RDSP), the Canada Dental Benefit, and the new Canada Disability Benefit.
August 7, 2024/by Natalie NguyenThe Philosophy of Change: Embracing Transformation for a Better Life and Financial Future
Change is fundamental, touching every aspect of our lives. From small shifts in our daily routines to significant changes in the global economy, our ability to adapt and embrace these changes can lead to better outcomes and a richer life.
July 29, 2024/by Natalie NguyenCongratulations 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 Local Kids
This initiative aims to provide essential school supplies to children in need, ensuring they have the resources necessary to thrive academically.
July 9, 2024/by Natalie NguyenRegistered Disability Savings Plans
A RDSP is a powerful savings strategy designed to secure the financial future of individuals with disabilities.
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 Nguyen