Breaking barriers in finance: Why representation matters

Women bring diverse perspectives, risk-aware decision-making, and a collaborative approach, and studies show that diverse leadership leads to stronger company performance.

Breaking barriers in finance: Why representation matters

Women bring diverse perspectives, risk-aware decision-making, and a collaborative approach, and studies show that diverse leadership leads to stronger company performance.
Posted on March 25 | Insights
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March 25, 2025/by Natalie Nguyen

The Value of Advice in Volatile Times

Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
Posted on March 18 | Insights
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March 18, 2025/by Natalie Nguyen

Understanding Annual LIF Withdrawals and RRIF Minimum Payment Schedules

When planning for retirement, managing your income sources effectively is key to ensuring financial stability.
Posted on March 11 | Resources
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March 11, 2025/by Natalie Nguyen

Prioritizing People: A Client-Focused Approach to Wealth Management

Alitis was recently honoured with the Customer Service Award at the 50th Annual Comox Valley Chamber Awards.
Posted on February 24 | Insights
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February 24, 2025/by Natalie Nguyen

First Home Savings Account Explained

The FHSA is a registered savings account that allows you to save up to $40,000 tax-free for your first home purchase.
Posted on February 11 | Insights
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February 11, 2025/by Natalie Nguyen

Filing your 2024 Taxes: Updates for a smooth tax season

This articles highlights several updates that may impact your 2024 tax filing and some tips to simplify the process.
Posted on February 04 | Insights
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February 4, 2025/by Natalie Nguyen

Milestones to momentum: Alitis is poised for a strong 2025

Alitis is poised for a strong 2025 with 3 key real estate projects bringing strong returns and sustained growth.
Posted on January 28 | Insights
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January 28, 2025/by Natalie Nguyen

Understanding Your Tax Slips from Your Investment Accounts

This article provides a high-level summary of the more common tax slips, income tax reporting requirements, and some planning tips for the 2024 tax season.
Posted on January 21 | Insights
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January 21, 2025/by Natalie Nguyen