Ethics
“We earn respect and trust by acting in the best interest of our clients. We do what is right for our clients, our profession, our firm and each other.”
Definition
Alitis [Ah-LEE-tis] {latin}: to grow, nourish, take care of financially
Our Vision
To enrich the lives of investors by providing access to financial opportunities that are typically reserved for the ultra-wealthy.
Our Mission
To deliver intelligently built investment strategies which combine actively managed public, private, and alternative assets into a single portfolio to provide consistent long-term performance with reduced volatility. Our highly trained team passionately engages with our clients on their journey to financial success, applying comprehensive wealth planning that leads to a customized and tax-efficient investment plan.
The Beginning
In the midst of the 2008 financial crisis, it became evident that there was a need for a new investment strategy that would help investors survive future market fluctuations. Thus, why Alitis was created in 2009. By offering access to alternative investments, such as private real estate, private equity and private mortgages, in a lower cost environment with improved liquidity, this would act as a safeguard in clients’ portfolios to help better navigate market volatility and deliver better risk-adjusted returns.
Today
Starting out with seven staff and three investment portfolios, Alitis has followed a disciplined data driven approach to investing resulting in a comprehensive approach to wealth management that includes portfolio management, risk management, tax and estate planning and more.
Today, the firm manages over $490 million in assets, with over 20 team members, six investment portfolios and has three offices in British Columbia.
Our Values
For More Information About Alitis
Please read the Alitis Relationship Disclosure Document.