2023 Review: Inflation & Interest Rates Set The Tone

More asset classes have allowed Alitis to have more investment options during a broader range of economic conditions. As was the case in 2023, inflation and interest rates will be the most closely watched measures that will dictate much of what will happen. 
February 27, 2024/by Natalie Nguyen

Alitis Private Mortgage Fund celebrates 10 years of growth

If you are looking to diversify your investment portfolio, the Alitis Private Mortgage Fund could be the answer.
February 20, 2024/by Natalie Nguyen

2023 Tax Changes: What You Need to Know for a Smooth Filing Experience

Here's an article to help you prepare for the upcoming tax season.
February 8, 2024/by Natalie Nguyen

Alitis Private REIT wraps up 2023 with some major wins

Alitis Private REIT's unique investment strategy puts a strong focus on multi-family residential properties.
January 22, 2024/by Natalie Nguyen

Embracing the Journey: A Finalist for the 2024 Vancouver Island Business Excellence Awards

Alitis is proud to be a finalist for the 2024 Vancouver Island Business Excellence Awards.
January 16, 2024/by Natalie Nguyen

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.
December 12, 2023/by caorda

PMAC – Is a Portfolio Manager Right for You

December 5, 2023/by caorda

Five Important Tax Free Savings Account Tips – TFSA

Tax Free Savings Accounts (“TFSA”s) are one thing whose benefits can really add up over time. Here are our top 5 TFSA tips to keep in mind.
November 28, 2023/by caorda

Real Estate Investment Nets a 39.3% Return – A Case Study

Alitis invested in the Centennial Court development located in Langford, BC which was sold for $70,500,000 in October 2023.
November 7, 2023/by Natalie Nguyen

Investing for the future: Real estate’s potential in a growing Canada

Governments are making positive changes which make building multi-family homes more feasible for development companies and investors.
October 30, 2023/by Natalie Nguyen

Delving Deeper into a Portfolio Managers’ True Roles

Gain insight on the process a Portfolio Manager follows to design a portfolio best suited to the needs of their clients.
October 16, 2023/by Natalie Nguyen

Navigating Financial Turbulence: Alitis’ Fourth Quarter Market Outlook

Diversification and time in the market help steady investments in uncertain times.
October 6, 2023/by Natalie Nguyen