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PMAC – Is a Portfolio Manager Right for You
Posted on December 05 | Resources
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December 5, 2023/by caordaAlitis’ Top 5 TFSA Tips for 2023
Tax Free Savings Accounts (“TFSA”s) are one thing whose benefits can really add up over time. Here are our top 5 TFSA tips to keep in mind.
Posted on November 28 | Insights
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November 28, 2023/by caordaReal Estate Investment Nets a 39.3% Return – A Case Study
Alitis invested in the Centennial Court development located in Langford, BC which was sold for $70,500,000 in October 2023.
Posted on November 07 | Insights
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November 7, 2023/by Natalie NguyenInvesting for the future: Real estate’s potential in a growing Canada
Governments are making positive changes which make building multi-family homes more feasible for development companies and investors.
Posted on October 30 | Insights
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October 30, 2023/by Natalie NguyenDelving Deeper into a Portfolio Managers’ True Roles
Gain insight on the process a Portfolio Manager follows to design a portfolio best suited to the needs of their clients.
Posted on October 16 | Insights
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October 16, 2023/by Natalie NguyenNavigating Financial Turbulence: Alitis’ Fourth Quarter Market Outlook
Diversification and time in the market help steady investments in uncertain times.
Posted on October 06 | Insights
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October 6, 2023/by Natalie NguyenInvestment Rocks: Applying Curling Strategies to Your Investment Portfolio
Collaborating towards a common goal leads to better outcomes in both curling and the work we do to help people achieve their financial goals.
Posted on September 22 | Insights
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September 22, 2023/by Natalie NguyenConstructing Pension Style Investment Portfolios
Constructing robust investment portfolios that can deliver consistent returns while mitigating risks is of great importance.
Posted on September 20 | Insights
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September 20, 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.