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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 2023 tax season.
Posted on February 06 | Resources
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February 6, 2024/by Natalie NguyenRIF Payment Schedule and LIF Withdrawal Percentages
For both RIF & LIF accounts, the government requires you to make a minimum withdrawal each year. The percentage used to calculate the amount increases with your age.
Posted on February 02 | Resources
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February 2, 2024/by Natalie NguyenAlitis Private REIT wraps up 2023 with some major wins
Alitis Private REIT's unique investment strategy puts a strong focus on multi-family residential properties.
Posted on January 22 | Insights
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January 22, 2024/by Natalie NguyenEmbracing the Journey: A Finalist for the 2024 Vancouver Island Business Excellence Awards
Alitis is proud to be a finalist for the 2024 Vancouver Island Business Excellence Awards.
Posted on January 16 | Insights
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January 16, 2024/by Natalie Nguyen2024 Tax Rates for British Columbia
New year, new changes — Key changes for the 2024 tax year.
Posted on January 09 | Resources
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January 9, 2024/by Natalie NguyenTax Rates – Alberta
Higher federal tax bracket thresholds, as well as increased tax credit and benefit amounts are a few of the key changes for the 2024 tax year.
Posted on January 06 | Resources
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January 6, 2024/by Natalie NguyenAlitis’ 2nd annual Toy Drive a huge success!
This year’s event aimed to surpass last year’s donations to reach even more children and families in need.
Posted on December 15 | Insights
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December 15, 2023/by Natalie NguyenSolid Returns & Low Volatility: Alitis is Different from the Rest
Alitis Investment Counsel is a boutique wealth management firm based out of beautiful Vancouver Island, that’s dedicated to doing things a little differently.
Posted on December 12 | Insights
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December 12, 2023/by caorda
The Certified Financial Planner (CFP) Designation: What It Is and Why It Matters
|in InsightsWhether it’s planning for retirement, saving for a child’s education, estate planning, or navigating the intricacies of taxes and investments, having a solid financial plan is essential. This is where the expertise of a Certified Financial Planner (CFP) comes into play.