Commitment to Community: Alitis’ Fourth Annual Toy Drive

As the holiday season approaches, Alitis is once again inviting the community to join in the spirit of giving.

This year marks Alitis Investment Counsel’s fourth annual toy drive. Building on the success of previous years, the Alitis team is determined to make this season’s campaign its most impactful yet.

Commitment to Community: Alitis’ Fourth Annual Toy Drive

As the holiday season approaches, Alitis is once again inviting the community to join in the spirit of giving.

This year marks Alitis Investment Counsel’s fourth annual toy drive. Building on the success of previous years, the Alitis team is determined to make this season’s campaign its most impactful yet.
Posted on November 14 | Insights
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November 14, 2025/by Natalie Nguyen

Key Highlights from Canada’s 2025 Federal Budget for Investors and Retirees

The budget has two key themes of reducing operating spending and increasing investment in capital investments.
Posted on November 10 | Insights
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November 10, 2025/by Natalie Nguyen

Alitis Private Mortgage Fund Earns National Recognition at 2025 Canadian Hedge Fund Awards

Alitis Private Mortgage Fund placed third in the 10-Year Average Annual Return category in the Mortgage Funds Category at the 2025 Canadian Hedge Fund Awards (CHFAs).
Posted on November 04 | Insights
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November 4, 2025/by Natalie Nguyen

Investment Portfolio Management in the age of AI & Technology

Innovative technologies, evolving regulations, and a renewed focus on the human side of money are reshaping how financial advice is delivered. Compliance, Artificial Intelligence, and Emotional Intelligence are transforming the client experience.
Posted on October 28 | Insights
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October 28, 2025/by Natalie Nguyen

Planning for the future: How the Alitis approach supports business owners through financial transitions

With nearly 75 per cent of small business enterprises expected to change hands in the next decade, owners are facing one of the most significant – and often most underestimated – financial events of their lives.
Posted on September 23 | Insights
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September 23, 2025/by Natalie Nguyen

9 in 10 Canadians Underuse Their TFSAs

The Tax-Free Savings Account (TFSA) is one of the most powerful tools Canadians have to grow wealth in a tax-efficient way. Despite over 17 million Canadians holding a TFSA, less than 10% fully utilize their contribution room.
Posted on September 16 | Insights
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September 16, 2025/by Natalie Nguyen

Estate Planning Made Easier

Our Estate Planning: Preparing to Meet Your Lawyer handout is a practical “pre-start” guide designed to make that first step less intimidating and far more productive.
Posted on September 09 | Insights
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September 9, 2025/by Natalie Nguyen

Blending tradition and innovation: Building a balanced portfolio for today’s investors

The foundation of a strong portfolio still rests on traditional investments such as stocks, bonds, and preferred shares.
Posted on August 26 | Insights
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August 26, 2025/by Natalie Nguyen