Alitis [Ah-LEE-tis] {latin}: to grow, nourish, take care of financially

About Us

At Alitis Wealth Planning (“Alitis”), we are your trusted partner in comprehensive wealth planning. Our mission is to provide our clients with personalized financial guidance and support to help them achieve their long-term financial goals.

We believe that trust, transparency, and open communication are the keys to building long-lasting relationships with our clients. We work closely with each client to understand their financial situation, goals, and concerns, and develop a comprehensive plan that aligns with their vision for the future.

We offer clarity to help you make more informed decisions about how you spend, save, and invest and how the decisions made today can impact your future.

Alitis Wealth Planning is licensed through the Insurance Council of British Columbia and also operates in the provinces of Alberta, Saskatchewan and Manitoba.

Alitis Wealth Planning is a related company to Alitis Investment Counsel. Your financial plan will consider your investment portfolio as it relates to your long term goals and risk tolerance. Extensive portfolio management services can be obtained through Alitis Investment Counsel or a portfolio manager (investment advisor) of your choice.