{"id":8140,"date":"2024-01-09T13:42:44","date_gmt":"2024-01-09T21:42:44","guid":{"rendered":"https:\/\/www.alitis.ca\/wealth-planning\/?page_id=8140"},"modified":"2024-09-17T16:56:58","modified_gmt":"2024-09-17T23:56:58","slug":"presentations","status":"publish","type":"page","link":"https:\/\/www.alitis.ca\/wealth-planning\/presentations\/","title":{"rendered":"Presentations"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-18319h-839fbe4fa2af8854703517282b6679bc\">\n.avia-section.av-18319h-839fbe4fa2af8854703517282b6679bc{\nbackground-repeat:no-repeat;\nbackground-image:url(https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/01\/Untitled-design-44.png);\nbackground-position:50% 50%;\nbackground-attachment:scroll;\n}\n.avia-section.av-18319h-839fbe4fa2af8854703517282b6679bc .av-section-color-overlay{\nopacity:0.4;\nbackground-color:#2b475b;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section av-18319h-839fbe4fa2af8854703517282b6679bc main_color avia-section-default avia-no-border-styling  avia-builder-el-0  el_before_av_section  avia-builder-el-first  banner avia-full-stretch avia-bg-style-scroll av-section-color-overlay-active container_wrap fullsize'  data-section-bg-repeat='stretch'><div class=\"av-section-color-overlay-wrap\"><div class=\"av-section-color-overlay\"><\/div><div class='container av-section-cont-open' ><main  role=\"main\" itemprop=\"mainContentOfPage\"  class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-8140'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-bd8m05-2f53226b73379b42c385add18f341326 sc-av_one_full av-equal-height-column-flextable'><div  class='flex_column av-bd8m05-2f53226b73379b42c385add18f341326 av_one_full  avia-builder-el-1  avia-builder-el-no-sibling  first flex_column_table_cell av-equal-height-column av-align-middle  '     ><section  class='av_textblock_section av-l7ry9xmp-462713fa827de4bd2148df14ddc04feb '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h1 style=\"text-align: center;\">Estate Planning 101 Presentation<\/h1>\n<\/div><\/section><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n\n<\/div><\/div><\/main><!-- close content main element --><\/div><\/div><\/div><div id='av_section_2'  class='avia-section av-l7ryaq5w-75f97c7d79995f424ba409340aa24c4b main_color avia-section-default avia-no-border-styling  avia-builder-el-3  el_after_av_section  el_before_av_one_full  tiiles avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-8140'><div class='entry-content-wrapper clearfix'>\n<div  class='flex_column av-9ozbv9-21228564f5df9915f6c6fdab161e17b1 av_one_full  avia-builder-el-4  el_before_av_one_fourth  avia-builder-el-first  max-width-2 first flex_column_div  '     ><section  class='av_textblock_section av-lnp4fhwz-8764d0d52cffefd0b1831909847f3bb9 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p>We are offering two free presentations on this topic.<\/p>\n<p>During this in-person seminar, our expert speakers will cover a wide range of topics, including legal documents (such as wills, power of attorneys, and representation agreements), beneficiary designations, taxes at death, and more.<\/p>\n<p>Whether you&#8217;re a young adult starting to plan for the future or a retiree looking to ensure your assets are protected, this seminar is perfect for anyone interested in securing their legacy. This seminar is also an invaluable resource for executors who may be responsible for carrying out someone else\u2019s wishes. Being named an executor comes with significant legal and financial responsibilities. By attending, you\u2019ll gain a clear understanding of your duties, from managing assets and paying debts to distributing inheritances according to the will. There will be an opportunity at the end of the presentation for questions.<\/p>\n<\/div><\/section><\/div><div  class='flex_column av-ipcsbg-fc6bea44e8f7dbd3f0e04b165166dbb7 av_one_fourth  avia-builder-el-6  el_after_av_one_full  el_before_av_one_fourth  first flex_column_div  column-top-margin'     ><\/div><div  class='flex_column av-h1bfoc-d834d91f0267059df6d43764472b89a6 av_one_fourth  avia-builder-el-7  el_after_av_one_fourth  el_before_av_one_fourth  flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-fr89qk-9c5308a79b1d53ff29a08eb292737146 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h2>Campbell River<\/h2>\n<p><strong>Date:<\/strong><br \/>\nTuesday, October 22, 2024<\/p>\n<p><strong>Time:<\/strong><br \/>\n2:00 &#8211; 3:00PM<\/p>\n<p><strong>Location:<\/strong><br \/>\nPacific Ballroom<br \/>\nAnchor Inn &amp; Suites<br \/>\n261 Island Highway, Campbell River, BC, V9W 2B3<\/p>\n<\/div><\/section><br \/>\n<div  class='avia-button-wrap av-m172yx3s-aa2e699d5443d43e6ae7729f52bfe381-wrap avia-button-left  avia-builder-el-9  el_after_av_textblock  avia-builder-el-last '><a href='https:\/\/www.eventbrite.ca\/e\/1022038192747\/?aff=oddtdtcreator'  class='avia-button av-m172yx3s-aa2e699d5443d43e6ae7729f52bfe381 av-link-btn avia-icon_select-no avia-size-medium avia-position-left avia-color-theme-color'  target=\"_blank\"  rel=\"noopener noreferrer\"  aria-label=\"RSVP - Campbell River\"><span class='avia_iconbox_title' >RSVP - Campbell River<\/span><\/a><\/div><\/p><\/div><div  class='flex_column av-dv0uoc-6b3f9aa0b45a7955be9364bbccfde9b0 av_one_fourth  avia-builder-el-10  el_after_av_one_fourth  el_before_av_one_fourth  flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-m172wy6x-ea9f5f45c3141e20a0b9acdee9dee1a7 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h2>Comox Valley<\/h2>\n<p><strong>Date:<\/strong><br \/>\nThursday, October 24, 2024<\/p>\n<p><strong>Time:<\/strong><br \/>\n2:00 &#8211; 3:00PM<\/p>\n<p><strong>Location:<\/strong><br \/>\nSilver Room<br \/>\nCrown Isle Resort &amp; Golf Community<br \/>\n399 Clubhouse Drive, Courtenay, BC, V9N 9G3<\/p>\n<\/div><\/section><br \/>\n<div  class='avia-button-wrap av-m1733xxy-0a29e86f13542b74558276e1b23676d6-wrap avia-button-left  avia-builder-el-12  el_after_av_textblock  avia-builder-el-last '><a href='https:\/\/www.eventbrite.ca\/e\/estate-planning-101-comox-valley-tickets-1022077530407'  class='avia-button av-m1733xxy-0a29e86f13542b74558276e1b23676d6 av-link-btn avia-icon_select-no avia-size-medium avia-position-left avia-color-theme-color'  target=\"_blank\"  rel=\"noopener noreferrer\"  aria-label=\"RSVP - Comox Valley\"><span class='avia_iconbox_title' >RSVP - Comox Valley<\/span><\/a><\/div><\/p><\/div><div  class='flex_column av-bzzfyk-f22a7ebd68f78d78a691af98398379f5 av_one_fourth  avia-builder-el-13  el_after_av_one_fourth  avia-builder-el-last  first flex_column_div  column-top-margin'     ><\/div><\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='after_section_2'  class='main_color av_default_container_wrap container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-8140'><div class='entry-content-wrapper clearfix'><div  class='flex_column av-b1f8ak-e817ba99cbafe3ee93fa2fae76c6745e av_one_full  avia-builder-el-14  el_after_av_section  el_before_av_one_half  avia-builder-el-first  max-width-2 first flex_column_div  '     ><section  class='av_textblock_section av-m17304b8-d37b42525c38a57cac4a2212f5d13a9f '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h1 style=\"text-align: center;\">Speakers<\/h1>\n<\/div><\/section><\/div><\/p>\n<div  class='flex_column av-b3d3q4-90693df9778375ba65f246b88be76ec5 av_one_half  avia-builder-el-16  el_after_av_one_full  el_before_av_one_half  first flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-lr6vgpqr-f0e97f8998f1767b3c245db354058332 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h3 style=\"text-align: center;\"><strong>Shawn Fetter, CIM\u00ae , CFP\u00ae , CLU\u00ae<\/strong><\/h3>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lr6vdg0k-5cd52613dde48b207a8e4e2d983cca2d\">\n.avia-image-container.av-lr6vdg0k-5cd52613dde48b207a8e4e2d983cca2d img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-lr6vdg0k-5cd52613dde48b207a8e4e2d983cca2d .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-lr6vdg0k-5cd52613dde48b207a8e4e2d983cca2d av-styling- avia-align-center  avia-builder-el-18  el_after_av_textblock  el_before_av_toggle_container '   itemprop=\"image\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\" ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-6948 avia-img-lazy-loading-not-6948 avia_image ' src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2022\/11\/Shawn-Fetter-CIM-CFP-CLU-300x300.jpg\" alt='Shawn Fetter' title='Shawn-Fetter-CIM-CFP-CLU'  height=\"300\" width=\"300\"  itemprop=\"thumbnailUrl\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2022\/11\/Shawn-Fetter-CIM-CFP-CLU-300x300.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2022\/11\/Shawn-Fetter-CIM-CFP-CLU-80x80.jpg 80w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2022\/11\/Shawn-Fetter-CIM-CFP-CLU.jpg 500w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div><\/div><\/div><br \/>\n<div  class='togglecontainer av-lr6vfge5-a296a5bfc6dbf77818929b27f3e8cce5 av-elegant-toggle  avia-builder-el-19  el_after_av_image  avia-builder-el-last  toggle_close_all' >\n<section class='av_toggle_section av-lr6vff6t-27e722a22b8ff9c4fcf0deaaeb19bbc7'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-1' data-fake-id='#toggle-id-1' class='toggler  av-title-above '  itemprop=\"headline\"  role='tab' tabindex='0' aria-controls='toggle-id-1' data-slide-speed=\"200\" data-title=\"Biography\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: Biography\" data-aria_expanded=\"Click to collapse: Biography\">Biography<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-1' aria-labelledby='toggle-toggle-id-1' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color '  itemprop=\"text\" ><section class=\"av_textblock_section av-jvmnvuij-e17cba18222d6a6583f85aa6ee4b1809 \">\n<div class=\"avia_textblock\">\n<p><strong><span class=\"TextRun SCXW198057216 BCX8\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW198057216 BCX8\">Shawn is a Certified Financial Planner and Insurance Advisor with Alitis Wealth Planning with nearly 20 years\u2019 experience in the financial services industry.\u00a0<\/span><span class=\"NormalTextRun SCXW198057216 BCX8\">His journey into this profession was driven by a desire to optimize his clients\u2019 financial well-being.\u00a0<\/span><\/span><span class=\"EOP SCXW198057216 BCX8\" data-ccp-props=\"{\">\u00a0<\/span><\/strong><\/p>\n<\/div>\n<\/section>\n<section class=\"av_textblock_section av-jvmnvze8-1610a852d8802eba616eb3120277775e \">\n<div class=\"avia_textblock\">\n<p><span data-contrast=\"auto\">His genuine passion for helping others is evident in his approach. Shawn provides thoughtful guidance, taking great care to help clients achieve a clearer understanding of their financial future. He takes pride in assisting clients in setting realistic long-term financial goals and addresses any financial inquiries with clarity and empathy.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Specializing in aiding pre and post retirees as well as business owners, Shawn strives to help them achieve financial security so they can enjoy a richer life. He devises innovative strategies to reduce taxes, increase wealth, and plan for the efficient transfer of wealth from one generation to another guided by a comprehensive financial plan. Shawn is motivated to provide superior client service and to make the planning process a little more fun!<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Shawn\u2019s qualifications include the Chartered Investment Manager (CIM\u00ae), Certified Financial Planner (CFP\u00ae), and Chartered Life Underwriter (CLU\u00ae) designations. Shawn is Life Insurance licensed with Alitis Wealth Planning Inc. to assist clients with all their insurance planning needs.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Residing in the Comox Valley with his wife and two children, Shawn embraces the outdoors during his leisure time and can be found on his skis, bike, at the golf course, or spending time with his family.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<\/div>\n<\/section>\n<\/div><\/div><\/div><\/section>\n<\/div><\/p><\/div>\n<div  class='flex_column av-8w8dpo-4e5b806ee72b638294364bd3fda6efab av_one_half  avia-builder-el-20  el_after_av_one_half  el_before_av_hr  flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-lr6vheyl-ed6c299787b592c77e7ad872013e02b9 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h3 style=\"text-align: center;\"><strong>Emily Hofmann, CIM\u00ae , CFP\u00ae\u00a0<\/strong><\/h3>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lr6velkm-b4042caa4a27663686f18c3cd5c6d422\">\n.avia-image-container.av-lr6velkm-b4042caa4a27663686f18c3cd5c6d422 img.avia_image{\nbox-shadow:none;\n}\n.avia-image-container.av-lr6velkm-b4042caa4a27663686f18c3cd5c6d422 .av-image-caption-overlay-center{\ncolor:#ffffff;\n}\n<\/style>\n<div  class='avia-image-container av-lr6velkm-b4042caa4a27663686f18c3cd5c6d422 av-styling- avia-align-center  avia-builder-el-22  el_after_av_textblock  el_before_av_toggle_container '   itemprop=\"image\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\" ><div class=\"avia-image-container-inner\"><div class=\"avia-image-overlay-wrap\"><img decoding=\"async\" fetchpriority=\"high\" class='wp-image-7304 avia-img-lazy-loading-not-7304 avia_image ' src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2023\/01\/Emily-1-300x300.jpg\" alt='' title='Emily-1'  height=\"300\" width=\"300\"  itemprop=\"thumbnailUrl\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2023\/01\/Emily-1-300x300.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2023\/01\/Emily-1-80x80.jpg 80w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2023\/01\/Emily-1-36x36.jpg 36w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2023\/01\/Emily-1-180x180.jpg 180w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2023\/01\/Emily-1.jpg 500w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div><\/div><\/div><br \/>\n<div  class='togglecontainer av-lr6vfwi6-92782b59089de8a47cd08a19245628db av-elegant-toggle  avia-builder-el-23  el_after_av_image  avia-builder-el-last  toggle_close_all' >\n<section class='av_toggle_section av-lr6vfvqt-13c42773b144e2485c6dc6f6cd23724f'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p id='toggle-toggle-id-2' data-fake-id='#toggle-id-2' class='toggler  av-title-above '  itemprop=\"headline\"  role='tab' tabindex='0' aria-controls='toggle-id-2' data-slide-speed=\"200\" data-title=\"Biography\" data-title-open=\"\" data-aria_collapsed=\"Click to expand: Biography\" data-aria_expanded=\"Click to collapse: Biography\">Biography<span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-2' aria-labelledby='toggle-toggle-id-2' role='region' class='toggle_wrap  av-title-above'  ><div class='toggle_content invers-color '  itemprop=\"text\" ><p>As a Certified Financial Planner and Insurance Advisor with Alitis Wealth Planning, Emily takes great care and pride in helping clients create and protect their wealth. She works with families and professionals to help establish and accomplish their personal financial objectives.<\/p>\n<p>Emily\u2019s qualifications include the Chartered Investment Manager (CIM<sup>\u00ae<\/sup>) and Certified Financial Planner (CFP<sup>\u00ae<\/sup>) designations, a diploma in Finance &amp; Associate of Arts in Economics from Camosun College in Victoria, BC.<\/p>\n<p>Emily lives in the Comox Valley with her husband and young sons. The entire family enjoys an outdoor west coast lifestyle: skiing in the winter, boating, gardening and camping in the summer.<\/p>\n<\/div><\/div><\/div><\/section>\n<\/div><\/p><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lr6vlta2-63fee077b2df98819f19371b0d75c61e\">\n#top .hr.hr-invisible.av-lr6vlta2-63fee077b2df98819f19371b0d75c61e{\nheight:50px;\n}\n<\/style>\n<div  class='hr av-lr6vlta2-63fee077b2df98819f19371b0d75c61e hr-invisible  avia-builder-el-24  el_after_av_one_half  el_before_av_one_full '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div>\n<div  class='flex_column av-8u9fp8-2bc46a2c9d321abcaa111506efe1a023 av_one_full  avia-builder-el-25  el_after_av_hr  el_before_av_one_fourth  max-width-2 first flex_column_div  '     ><section  class='av_textblock_section av-m1737918-4b6289e1f4991291dabb3e3862dbd4a3 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h2 style=\"text-align: center;\">Reserve your seat today!<\/h2>\n<\/div><\/section><\/div>\n<div  class='flex_column av-av_one_fourth-2d22dc0500e159f2b39fe7a147caf14c av_one_fourth  avia-builder-el-27  el_after_av_one_full  el_before_av_one_fourth  first flex_column_div  column-top-margin'     ><\/div><div  class='flex_column av-av_one_fourth-3b0d446bf9e6f7db91541aa567be4cdf av_one_fourth  avia-builder-el-28  el_after_av_one_fourth  el_before_av_one_fourth  flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-m173etyi-95fb0fd569d20ba4262472b861fcc9ed '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h4>Campbell River<\/h4>\n<p><strong>Date:<\/strong><br \/>\nTuesday, October 22, 2024<\/p>\n<\/div><\/section><br \/>\n<div  class='avia-button-wrap av-av_button-efdedc3eccafe79defcc441ca1ab23e9-wrap avia-button-left  avia-builder-el-30  el_after_av_textblock  avia-builder-el-last '><a href='https:\/\/www.eventbrite.ca\/e\/1022038192747\/?aff=oddtdtcreator'  class='avia-button av-av_button-efdedc3eccafe79defcc441ca1ab23e9 av-link-btn avia-icon_select-no avia-size-medium avia-position-left avia-color-theme-color'  target=\"_blank\"  rel=\"noopener noreferrer\"  aria-label=\"RSVP - Campbell River\"><span class='avia_iconbox_title' >RSVP - Campbell River<\/span><\/a><\/div><\/p><\/div><div  class='flex_column av-av_one_fourth-3b0d446bf9e6f7db91541aa567be4cdf av_one_fourth  avia-builder-el-31  el_after_av_one_fourth  el_before_av_one_fourth  flex_column_div  column-top-margin'     ><section  class='av_textblock_section av-m173eym4-17446aa4750e733943f2bbb24d0885db '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h4>Comox Valley<\/h4>\n<p><strong>Date:<\/strong><br \/>\nThursday, October 24, 2024<\/p>\n<\/div><\/section><br \/>\n<div  class='avia-button-wrap av-av_button-b4a7c5968a53b7be7b68f728b330bddd-wrap avia-button-left  avia-builder-el-33  el_after_av_textblock  avia-builder-el-last '><a href='https:\/\/www.eventbrite.ca\/e\/estate-planning-101-comox-valley-tickets-1022077530407'  class='avia-button av-av_button-b4a7c5968a53b7be7b68f728b330bddd av-link-btn avia-icon_select-no avia-size-medium avia-position-left avia-color-theme-color'  target=\"_blank\"  rel=\"noopener noreferrer\"  aria-label=\"RSVP - Comox Valley\"><span class='avia_iconbox_title' >RSVP - Comox Valley<\/span><\/a><\/div><\/p><\/div><div  class='flex_column av-av_one_fourth-3b0d446bf9e6f7db91541aa567be4cdf av_one_fourth  avia-builder-el-34  el_after_av_one_fourth  el_before_av_section  avia-builder-el-last  flex_column_div  column-top-margin'     ><\/div><\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_3'  class='avia-section av-67tvfw-866bd665714d3f47a2e3f75b02d5ade7 main_color avia-section-default avia-no-border-styling  avia-builder-el-35  el_after_av_one_fourth  el_before_av_section  tiiles avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-8140'><div class='entry-content-wrapper clearfix'>\n<div  class='flex_column av-4iaxsc-d240b523197c87be8fe5b315c63cce48 av_one_full  avia-builder-el-36  avia-builder-el-no-sibling  max-width-2 first flex_column_div  '     ><section  class='av_textblock_section av-lr6via0h-9ac1e529a8f86d625796a66c3a8f24aa '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><section class=\"av_textblock_section av-lqe7y0er-1002761d0a267af9d63f30be852cf02d \">\n<div class=\"avia_textblock av_inherit_color\">\n<h2>About Alitis Wealth Planning<\/h2>\n<p>At Alitis Wealth Planning (\u201cAlitis\u201d), 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.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>Alitis Wealth Planning is licensed through the Insurance Council of British Columbia and also operates in the provinces of Alberta, Saskatchewan and Manitoba.<\/p>\n<p>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.<\/p>\n<\/div>\n<\/section>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2l0aos-ecd49cd5dec0433b3b3a1ba59cd80eb8\">\n#top .hr.hr-invisible.av-2l0aos-ecd49cd5dec0433b3b3a1ba59cd80eb8{\nheight:50px;\n}\n<\/style>\n<div  class='hr av-2l0aos-ecd49cd5dec0433b3b3a1ba59cd80eb8 hr-invisible  avia-builder-el-38  el_after_av_textblock  el_before_av_textblock '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div><br \/>\n<section  class='av_textblock_section av-m1738o8b-bc659e9467cae0f2740e13c90f498841 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><section class=\"av_textblock_section av-lqe7y0er-1002761d0a267af9d63f30be852cf02d \">\n<div class=\"avia_textblock av_inherit_color\">\n<h2>The Alitis Advantage<\/h2>\n<section class=\"av_textblock_section av-lqe7zlzd-4b9ac9d48abbef6ac24a11e1e11166d6 \">\n<div class=\"avia_textblock\">\n<p>At Alitis Wealth Planning, we believe that your financial success is not just a destination but a journey. Our comprehensive approach to financial planning is designed to provide you with the guidance and support you need to navigate the complexities of your financial life and achieve your long-term goals. With a team of experienced professionals and a commitment to personalized service, we are your trusted partner on this journey.<\/p>\n<\/div>\n<\/section>\n<\/div>\n<\/section>\n<\/div><\/section><br \/>\n<div  class='avia-button-wrap av-lmpg6n38-15fff4841e04e5de8286d3de50f3f8fa-wrap avia-button-center  avia-builder-el-40  el_after_av_textblock  avia-builder-el-last '><a href='https:\/\/www.alitis.ca\/wealth-planning\/contact-us\/'  class='avia-button av-lmpg6n38-15fff4841e04e5de8286d3de50f3f8fa av-link-btn avia-icon_select-no avia-size-small avia-position-center avia-color-theme-color'   aria-label=\"Contact Us\"><span class='avia_iconbox_title' >Contact Us<\/span><\/a><\/div><\/p><\/div>\n<\/p>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_4'  class='avia-section av-6abe3p-eff523f0c3dd786dd60c882f3cc047b8 main_color avia-section-default avia-no-border-styling  avia-builder-el-41  el_after_av_section  avia-builder-el-last  portfolio-blocks avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-8140'><div class='entry-content-wrapper clearfix'>\n<div  class='flex_column av-3zm2gl-fd9d00e9567081bec774f91a855fb717 av_one_fourth  avia-builder-el-42  el_before_av_one_fourth  avia-builder-el-first  first flex_column_div  '     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l8ufqpz2-814ccd2829b2b40fe5b363974009abd8\">\n#top .av-special-heading.av-l8ufqpz2-814ccd2829b2b40fe5b363974009abd8{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-l8ufqpz2-814ccd2829b2b40fe5b363974009abd8 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-l8ufqpz2-814ccd2829b2b40fe5b363974009abd8 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-l8ufqpz2-814ccd2829b2b40fe5b363974009abd8 av-special-heading-h3 blockquote modern-quote  avia-builder-el-43  avia-builder-el-no-sibling  av-linked-heading'><h3 class='av-special-heading-tag '  itemprop=\"headline\"  ><a class=\"av-heading-link\" href=\"https:\/\/www.alitis.ca\/wealth-planning\/about-us\/\" >About Us<\/a><\/h3><div class='av-subheading av-subheading_below'><p>LEARN MORE<\/p>\n<\/div><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div><\/div><div  class='flex_column av-30gmwl-5142692f95cad4361a1e521a0e43042a av_one_fourth  avia-builder-el-44  el_after_av_one_fourth  el_before_av_one_fourth  flex_column_div avia-link-column av-column-link  '    data-link-column-url=\"https:\/\/www.alitis.ca\/wealth-planning\/our-team\/\"   ><a class=\"av-screen-reader-only\" href=https:\/\/www.alitis.ca\/wealth-planning\/our-team\/ >Link to: Our Team<\/a><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l8ufr22x-f794d2f874fbd6fd852e763bba765ad7\">\n#top .av-special-heading.av-l8ufr22x-f794d2f874fbd6fd852e763bba765ad7{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-l8ufr22x-f794d2f874fbd6fd852e763bba765ad7 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-l8ufr22x-f794d2f874fbd6fd852e763bba765ad7 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-l8ufr22x-f794d2f874fbd6fd852e763bba765ad7 av-special-heading-h3 blockquote modern-quote  avia-builder-el-45  avia-builder-el-no-sibling  av-linked-heading'><h3 class='av-special-heading-tag '  itemprop=\"headline\"  ><a class=\"av-heading-link\" href=\"https:\/\/www.alitis.ca\/wealth-planning\/our-team\/\" >Our Team<\/a><\/h3><div class='av-subheading av-subheading_below'><p>LEARN MORE<\/p>\n<\/div><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div><\/div><div  class='flex_column av-4vvjqd-39a5fbfcd6ad5154766d3b17e50db0df av_one_fourth  avia-builder-el-46  el_after_av_one_fourth  el_before_av_one_fourth  flex_column_div avia-link-column av-column-link  '    data-link-column-url=\"https:\/\/www.alitis.ca\/wealth-planning\/services\/financial-planning\/\"   ><a class=\"av-screen-reader-only\" href=https:\/\/www.alitis.ca\/wealth-planning\/services\/financial-planning\/ >Link to: Comprehensive Financial Planning<\/a><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l8wk6js9-f63a253589fa0f94fb615467dba4df18\">\n#top .av-special-heading.av-l8wk6js9-f63a253589fa0f94fb615467dba4df18{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-l8wk6js9-f63a253589fa0f94fb615467dba4df18 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-l8wk6js9-f63a253589fa0f94fb615467dba4df18 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-l8wk6js9-f63a253589fa0f94fb615467dba4df18 av-special-heading-h3 blockquote modern-quote  avia-builder-el-47  avia-builder-el-no-sibling  av-linked-heading'><h3 class='av-special-heading-tag '  itemprop=\"headline\"  >Financial Planning<\/h3><div class='av-subheading av-subheading_below'><p>LEARN MORE<\/p>\n<\/div><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div><\/div><div  class='flex_column av-l8ufpan0-5a2b325f78cf2a92e57c168f4dfa682e av_one_fourth  avia-builder-el-48  el_after_av_one_fourth  el_before_av_one_fourth  flex_column_div avia-link-column av-column-link  '    data-link-column-url=\"https:\/\/www.alitis.ca\/wealth-planning\/services\/estate-planning\/\"   ><a class=\"av-screen-reader-only\" href=https:\/\/www.alitis.ca\/wealth-planning\/services\/estate-planning\/ >Link to: Estate Planning<\/a><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l8ufnzxr-37bed99724cf88e1b2867378f50d944a\">\n#top .av-special-heading.av-l8ufnzxr-37bed99724cf88e1b2867378f50d944a{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-l8ufnzxr-37bed99724cf88e1b2867378f50d944a .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-l8ufnzxr-37bed99724cf88e1b2867378f50d944a .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-l8ufnzxr-37bed99724cf88e1b2867378f50d944a av-special-heading-h3 blockquote modern-quote  avia-builder-el-49  avia-builder-el-no-sibling  av-linked-heading'><h3 class='av-special-heading-tag '  itemprop=\"headline\"  ><a class=\"av-heading-link\" href=\"https:\/\/www.alitis.ca\/wealth-planning\/services\/estate-planning\/\" >Estate Planning<\/a><\/h3><div class='av-subheading av-subheading_below'><p>LEARN MORE<\/p>\n<\/div><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2kaptx-7c955a0c9bdbd7d475f6bf0057d9b3b6\">\n.flex_column.av-2kaptx-7c955a0c9bdbd7d475f6bf0057d9b3b6{\nwidth:24.25%;\n}\n<\/style>\n<div  class='flex_column av-2kaptx-7c955a0c9bdbd7d475f6bf0057d9b3b6 av_one_fourth  avia-builder-el-50  el_after_av_one_fourth  el_before_av_one_fourth  first flex_column_div avia-link-column av-column-link  column-top-margin'    data-link-column-url=\"https:\/\/www.alitis.ca\/wealth-planning\/services\/insurance-planning\/\"   ><a class=\"av-screen-reader-only\" href=https:\/\/www.alitis.ca\/wealth-planning\/services\/insurance-planning\/ >Link to: Insurance Planning<\/a><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-l8wk7mta-1819ebbd1859bcdbdac01e9040853db9\">\n#top .av-special-heading.av-l8wk7mta-1819ebbd1859bcdbdac01e9040853db9{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-l8wk7mta-1819ebbd1859bcdbdac01e9040853db9 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-l8wk7mta-1819ebbd1859bcdbdac01e9040853db9 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-l8wk7mta-1819ebbd1859bcdbdac01e9040853db9 av-special-heading-h3 blockquote modern-quote  avia-builder-el-51  avia-builder-el-no-sibling  av-linked-heading'><h3 class='av-special-heading-tag '  itemprop=\"headline\"  ><a class=\"av-heading-link\" href=\"https:\/\/www.alitis.ca\/wealth-planning\/services\/insurance-planning\/\" >Insurance Planning<\/a><\/h3><div class='av-subheading av-subheading_below'><p>LEARN MORE<\/p>\n<\/div><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2omytx-102746c824564b9024a4995dfaf8a403\">\n.flex_column.av-2omytx-102746c824564b9024a4995dfaf8a403{\nwidth:24.25%;\nmargin-left:1%;\n}\n<\/style>\n<div  class='flex_column av-2omytx-102746c824564b9024a4995dfaf8a403 av_one_fourth  avia-builder-el-52  el_after_av_one_fourth  avia-builder-el-last  flex_column_div avia-link-column av-column-link  column-top-margin'    data-link-column-url=\"https:\/\/www.alitis.ca\/wealth-planning\/insights\/\"   ><a class=\"av-screen-reader-only\" href=https:\/\/www.alitis.ca\/wealth-planning\/insights\/ >Link to: Insights<\/a><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lmpen93r-0634a6bae12cb6a3300de826987503db\">\n#top .av-special-heading.av-lmpen93r-0634a6bae12cb6a3300de826987503db{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-lmpen93r-0634a6bae12cb6a3300de826987503db .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-lmpen93r-0634a6bae12cb6a3300de826987503db .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-lmpen93r-0634a6bae12cb6a3300de826987503db av-special-heading-h3 blockquote modern-quote  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