Alitis 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 NguyenCongratulations Harrison Brown!
Alitis Investment Counsel is pleased to announce that Harrison Brown is now licensed as a Portfolio Manager in BC, Alberta, and Ontario.
March 21, 2024/by Natalie NguyenAlternative investments can pave the way to a stable future
Alternative investments often act as a safe harbour during unpredictable storms that occasionally accompany traditional investments.
March 19, 2024/by Natalie NguyenOur Women. Our Future.
In celebration of International Women’s Day, this article showcases four women from Alitis, each offering insights into their unique journey, their thoughts on the significance of female perspectives in business, and their vision for the future.
March 8, 2024/by Natalie NguyenMaking Waves: Proud Sponsor of the Campbell River Salmon Kings
We actively encourage our team members to engage in community events, volunteer work, and fundraising activities. By doing so, we aim to cultivate a profound sense of community and foster long-lasting relationships.
March 4, 2024/by Natalie Nguyen