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Financial Planning for 2025: 4 expert tips to keep your financial goals on track
From reviewing estate documents to revisiting financial goals – set yourself up for a successful year!
Posted on December 11 | Insights
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December 11, 2024/by Natalie NguyenBuilding a Stronger Community
As a firm, we believe in actively supporting and connecting with the communities where we live, work, and play.
Posted on December 03 | Insights
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December 3, 2024/by Natalie Nguyen2024 Holiday Hours
As the holiday season approaches, we would like to share our adjusted hours to ensure you can plan your visits and inquiries accordingly.
Posted on November 27 | Resources
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November 27, 2024/by Natalie NguyenAlitis Investment Counsel launches third annual toy drive to support local families
Please drop off toys and gift cards through Dec. 5 to help make the holiday season brighter in Comox Valley and Campbell River.
Posted on November 21 | Insights
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November 21, 2024/by Natalie NguyenYour Brain vs. Your Wallet: Common Investor Biases
Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
Posted on November 12 | Insights
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November 12, 2024/by Natalie NguyenUnderstanding the Chartered Investment Manager (CIM®) Designation
The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services.
Posted on November 05 | Insights
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November 5, 2024/by Natalie NguyenLearn How RESPs Can Give Children a Future of Possibilities
“It’s not just about saving money. It’s about giving your child the best possible start in life.” This is what Brown loves most about his work – helping families secure their children’s futures.
Posted on October 22 | Insights
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October 22, 2024/by Natalie NguyenTrusted Contact Person: What It Is and Why You Should Name One
The role of a Trusted Contact Person (TCP) is vital for ensuring the security of investors, particularly in safeguarding against potential issues related to mental capacity, fraud, or financial exploitation.
Posted on October 15 | Insights
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October 15, 2024/by Natalie Nguyen
Financial Planning for 2025: 4 expert tips to keep your financial goals on track
|in InsightsFrom reviewing estate documents to revisiting financial goals – set yourself up for a successful year!