Referral Partners

  • Alitis Referral Program

    Are you a professional committed to sourcing and providing innovative solutions for your clients?

    Do your clients seek information and direction from you about investments?

    Do you insist on integrity and dedication in your business relationships?

    If so, you will want to learn about the Alitis Referral Program.

    Our program is designed to provide you with the support, resources and investment solutions that you need to help your clients achieve their financial and lifestyle goals. As such, our referral program is already providing exceptional value to investment advisors and financial planning professionals throughout Canada’s vast financial services industry, including:

    • Fee-Based Financial Planners
    • Insurance Professionals
    • Investment Advisers
    • Business Brokers
    • Mortgage Brokers
    • Accounting and Finance Professionals
  • How does it work?

    The first step is conducting an interview with Alits Investment Counsel and being approved as an Alitis Referral Partner.

    It is not our mission to be everything to everyone, and we recognize that our high standards are not universally shared. As such, we do not expect that every candidate will find our firm to be a fit with their business and the clientele.

    The second step is to refer a prospective investing client. The Referral Partner typically provides a name, contact information, and some basic background about the prospect.

    For the comfort of the Referral Partner and their clientele, all initial prospective clients are received by a senior member of the Alitis management team, who will follow-up personally, promptly, courteously, and professionally.

    If the client decides to proceed, the third step occurs: Alitis facilitates the opening of an account and manages the new investment process.

    For the comfort of the Referral Partner, a senior member of the Alitis management team will be available to report on the communications with the client and progress of the new account.

  • What are the benefits?

    How does the Referral Partner Benefit?

    Differentiate.

    Alitis Investment Counsel will help you differentiate and compete in an increasingly complex market place. While most investment advisers are limited by the range of investment opportunities they can provide to clients, by being an Alitis Referral Partner, you are able to provide your clients with access to the broader range of asset classes, and securities, available with an established Portfolio Manager.

    Generate more business.

    Alitis Investment Counsel provides investment pools that appeal to sophisticated and discerning clients typically with a higher-than-average net worth. Alitis Referral Partners are enabled to attract more clients of increasing quality, and more assets from their best clients – eliminating the client’s desire for other advisers.

    Increase Income.

    Alitis Referral Partners receive an on-going referral fee. This reoccurring revenue has the potential to add significantly to the value of your business.

    Reduce Effort and Expense.

    Alitis Investment Counsel is responsible for all market research, administration, reporting, compliance, and client statements. We attract, compensate and retain very experienced management, staff, and third-party consulting services – all working for the benefit of your clients. Alitis Referral Partners are freed to apply their time and resources to initiating and maintaining client relationships.

    How do dealerships benefit?

    Attract and Retain Advisers.

    By providing your investment advisers, financial planners, and other professionals with a referral relationship with Alitis, managers are enabled to build the quality of their team and the value of their business.

    Reoccurring Revenue.

    Referral fees generated can flow to the dealership for distribution to the party initiating the referral.

    Protect Your Dealership.

    Alitis Investment Counsel, and its management team, takes compliance and client needs very seriously. As an Alitis Referral Partner, you will have the comfort of being associated with an industry leader in this regard.

    How do clients benefit?

    True diversification.

    Alitis Investment Counsel is a pension-style asset manager, combining a wide range of asset classes into customized pools. These investments are varied, to compliment the client’s overall investment portfolio and fit their needs.

    Lower risk. Solid returns.

    Alitis investment pools are managed to reduce volatility, while providing better risk-adjusted returns. Our asset allocation, security selection, active trading, and rebalancing all serve to enhance investment returns.

    More time with you.

    Perhaps the most important reason a financial services professional become an Alitis Referral Partner is to have more time with clients. This is often the single, greatest benefit for the client.

  • How are we different?

    We have the knowledge you need.

    The managers of Alitis Investment Counsel have over 100 years of combined experience, representing all major sectors of the financial services industry. We have run dealerships – large and small – and have worked with hundreds of investment advisors, representing thousands of clients. We are authors, educators and international speakers, recognized by our peers, with strong credentials, and still passionate about our work.

    We have time for you.

    We offer Alitis Referral Partners more than our investment pools. We offer our experience, our resources, and our time, to help you provide value to your clients, and to advance your business.

    How do you know if Alitis is a fit for your business?

    The only way to know for sure is to contact us for a confidential consultation.