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 caordaFive 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 caordaReal 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 NguyenInvesting 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 NguyenDelving 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 NguyenNavigating Financial Turbulence: Alitis’ Fourth Quarter Market Outlook
Diversification and time in the market help steady investments in uncertain times.
October 6, 2023/by Natalie NguyenInvestment Rocks: Applying Curling Strategies to Your Investment Portfolio
Collaborating towards a common goal leads to better outcomes in both curling and the work we do to help people achieve their financial goals.
September 22, 2023/by Natalie NguyenConstructing Pension Style Investment Portfolios
Constructing robust investment portfolios that can deliver consistent returns while mitigating risks is of great importance.
September 20, 2023/by caordaWhat is a Chartered Financial Analyst?
The Chartered Financial Analyst designation, or CFA, is one of the most highly regarded global certifications in the financial services industry.
September 6, 2023/by caordaWhat is The True Role of a Portfolio Manager: Perceptions vs. Reality
People often think that portfolio managers try to find the highest returning investment but the reality of a portfolio manager's role is far more multifaceted and intricate than meets the eye.
August 31, 2023/by Natalie NguyenWhat it looks like when you put people first
People are at the heart of every decision Alitis makes — even the decision to include ‘People’ in our company values was made by putting people first.
August 28, 2023/by Natalie NguyenThe Alitis Story: One to Share
Alitis clients holding a diversified portfolio of Alitis investment pools have simply not experienced the full weight of declines in public fixed income and equity markets.
August 22, 2023/by caorda