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 Nguyen

Maximizing 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 Nguyen

Cheers 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 Nguyen

Changing 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 Nguyen

The 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 Nguyen

Alitis 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 Nguyen

Unlocking 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 Nguyen

The 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 Nguyen

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 Nguyen

New 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 Nguyen

Registered 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 Nguyen

The 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