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 NguyenThe 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 NguyenUnderstanding 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 NguyenPrioritizing 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 NguyenFirst 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 NguyenFiling 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 NguyenMilestones 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 NguyenUnderstanding 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
Breaking barriers in finance: Why representation matters
|in InsightsWomen bring diverse perspectives, risk-aware decision-making, and a collaborative approach, and studies show that diverse leadership leads to stronger company performance.