New Comox Office
Alitis is pleased to announce the opening of a new Comox Valley location. This expansion will support our growing client base and team.
December 12, 2022/by Natalie NguyenGivingTuesday 2022
As a team, Alitis has donated $800 to the Cancer Drive Line as part of the GivingTuesday movement.
November 29, 2022/by Natalie NguyenNew Website Launched
Designed with purpose and transparency in mind, our revamped website provides more valuable content such as the investment details for all of our current funds. We've improved the navigation within the site and across different platforms; whether you are viewing on your desktop, tablet or mobile device, we hope you have an enjoyable experience.
November 15, 2022/by Natalie NguyenCommunity Spotlight: Patron of the Arts
The season’s most glamorous event, the Wearable Art Show, was held on October 15th at the Tidemark Theatre. The evening consisted of a high-quality production of a showcase of new and recycled wearable art and is also a major fundraiser for POTA.
November 9, 2022/by Natalie NguyenLearnings from Last Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase
Last Man Standing, by author Duff McDonald, provides readers a deep insight into the life and career progression of Jamie Dimon, his relationship with mentor Sandy Weill (& the subsequent falling out) along with the happenings of the financial markets in the early 1980s, 1990s, and 2000s leading up to the Global Financial Crisis of 2008-09 and the aftermath.
October 25, 2022/by Natalie NguyenHow to include charitable giving in your estate plan
With estate planning, many people worry that donating to charity will take inheritance away from their heirs. In reality, leaving money to charity means that you are adopting another child and disinheriting the taxman.
October 21, 2022/by Natalie NguyenWhen to start taking CPP
It is important to remember that everyone has a unique situation, and when your friends or neighbors start taking CPP, may not be the right decision for you.
October 11, 2022/by Natalie NguyenAlitis Investment Counsel Opens New Victoria Location
Continued growth has prompted a move to a new location for our Victoria office. What makes this move special is that our new office space is a registered Heritage Home through the Victoria Heritage Foundation.
September 23, 2022/by caordaAlitis Income & Growth Pool is outperforming all Canadian funds in its category
The secret to success at Alitis is diversification. Not just a diverse selection of stocks and bonds, but also a meaningful allocation to alternative investments, including private real estate, private mortgages, private debt, private equity and hedge funds.
September 22, 2022/by caordaCommunity Spotlight: Campbell River Hospital Foundation
The Campbell River Hospital Foundation is a charity that we, as a company, take an active role in each year. We believe in helping the CRHF in their efforts to elevate the standard of care in Campbell River, as well as the rest of the North Island as the hospital touches the lives of ~56,000 people in the area.
September 13, 2022/by caordaCanadian Housing Market Update – August 2022
The affordable end of the market, whether condos or rental apartments, is where most of Alitis’ real estate exposure is concentrated, so we feel that we are very well positioned within the current economic environment and our investments continue to perform well.
August 30, 2022/by caordaDiversify Your Investments with Real Estate
Alitis partners with developers and other real estate managers to help facilitate their projects, providing much-needed housing while also offering a quality investment to our clients.
August 22, 2022/by caorda