Retire with Confidence | Presentation by Alitis Wealth Planning
Equipping individuals approaching or already in retirement with the tools and strategies needed to make informed financial decisions.
Join us for an informative presentation about financial planning on Thursday, May 28, at 2:00 PM. This event will take place in the Pacific Ballroom at the Anchor Inn & Suites (261 Island Highway, Campbell River, BC, V9W 2B3).
This presentation is designed to equip individuals approaching or already in retirement with the tools and strategies needed to make informed, confident financial decisions. Get a clear understanding of how financial planning helps you transition from saving and growing your wealth to drawing income in retirement, ensuring your savings are structured to support your lifestyle for the long term.
There will be an opportunity at the end of the presentation for questions.
Spaces are limited, so make sure to reserve your spot today!
Presenter
Martyn Hall, CLU, CFP – Estate Planning and Insurance Specialist at Alitis Wealth Planning
Martyn began his career in financial services in 1981, building more than four decades of experience in the industry. Over that time, he has developed deep expertise across multiple disciplines, with a strong focus on helping individuals and families make informed, confident financial decisions. For the past 30 years, he has specialized in insurance planning, guiding clients through the complexities of risk management, protection strategies, and long-term security. In the last 15 years, he has expanded his practice to include comprehensive financial planning, integrating retirement, tax, and estate considerations into cohesive, personalized strategies.
Contact Us
Schedule a no-obligation, complimentary meeting today. Alitis Wealth Planning is a related company to Alitis Investment Counsel. If you have questions please call 250-287-4933 or email info@alitis.ca. Find them in Campbell River at 101-909 Island Highway, the Comox Valley at 103-695 Aspen Rd., in Victoria at 1480 Fort St., or online at alitis.ca/wealth-planning.
