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Catch up on some recent Alitis News.

Estate Planning Made Easier

Our Estate Planning: Preparing to Meet Your Lawyer handout is a practical “pre-start” guide designed to make that first step less intimidating and far more productive.

Blending tradition and innovation: Building a balanced portfolio for today’s investors

The foundation of a strong portfolio still rests on traditional investments such as stocks, bonds, and preferred shares.

Smart RESP Withdrawals: How to Minimize Taxes and Maximize Savings

RESPs are an excellent vehicle for funding post-secondary education, offering tax-deferred growth and access to generous government grants. But if the withdrawals aren’t planned carefully, you could miss out on valuable tax-saving opportunities.