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 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 NguyenAlitis 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 – Investment Portfolio Manager at Alitis
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 Nguyen