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Learn How to Build Your Wealth Like the Ultra-wealthy
If you want to find the best strategy for building wealth, you look to those that have accumulated the biggest portfolios over the years. Enter the “Ultra-High Net Worth Individual” (UHNWI).
Posted on May 14 | Insights
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May 14, 2024/by caordaLearnings from “My Life in Full: Work, Family, and Our Future” by Indra Nooyi
This book offers invaluable insights and lessons, drawn from Indra's remarkable journey as a business leader and as a woman of Indian origin navigating life in America as an immigrant, alongside her journey through corporate America.
Posted on April 29 | Insights
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April 29, 2024/by Natalie Nguyen5 Categories of Tax Planning
The objective of good tax planning is to structure your affairs in a legal fashion to minimize the amount of tax you pay.
Posted on April 26 | Insights
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April 26, 2024/by caordaAlitis celebrates client retention rate of 99%
We put immense focus on how we work with our clients and have created a work culture that understands that our clients come first every time.
Posted on April 16 | Insights
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April 16, 2024/by Natalie NguyenIntroducing Usman Afzal – Financial Planning in Victoria
Usman thrives on building one-on-one relationships with his clients and ensures that every client receives personalized attention and tailored solutions.
Posted on April 09 | Insights
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April 9, 2024/by Natalie NguyenElectronic Deposits through Online Banking
Follow these steps to electronically deposit money into your RRSP, TFSA, or investment account through your online banking account.
Posted on April 01 | Resources
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April 1, 2024/by caordaProtecting Yourself: Beware of the Latest CRA and DocuSign Scams
It is important to be aware of common scams and to stay vigilant to avoid becoming a victim. This article will discuss the latest CRA and DocuSign scams going around.
Posted on March 25 | Insights
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March 25, 2024/by Natalie NguyenCongratulations Harrison Brown!
Alitis Investment Counsel is pleased to announce that Harrison Brown is now licensed as a Portfolio Manager in BC, Alberta, and Ontario.
Posted on March 21 | Insights
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March 21, 2024/by Natalie Nguyen
Your Brain vs. Your Wallet: Common Investor Biases
|in InsightsBehavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.