Prioritizing People: A Client-Focused Approach to Wealth Management
Alitis Investment Counsel wins Customer Service Award at the 50th Annual Comox Valley Chamber Awards.
This article was recently featured in the Comox Valley Record.
In today’s ever-changing financial landscape, trust and dedication are more valuable than ever. Alitis Investment Counsel, a firm known for its innovative portfolio management and unwavering commitment to client service, was recently honoured with the Customer Service Award at the 50th Annual Comox Valley Chamber of Commerce Awards.
“This accolade validates the values that drive Alitis to financial success. We are always striving to do better – asking ourselves, how can we improve? What new processes can we implement to enhance the client experience?”
While the Customer Service Award signifies the trust and appreciation of their clients, portfolio managers at Alitis do not dwell on past achievements, reaffirming the firm’s dedication to providing top-tier service. “It’s an honour to be recognized but, more importantly, it proves that what we do is meaningful to those we serve,” Robertson reflects.
A human approach
While financial management often revolves around numbers and market trends, Alitis places people at the heart of their approach. “Yes, investments are important, but they are just a tool to support the bigger picture – our clients’ lives, their families, and their goals,” Robertson explains.
This philosophy translates into a hands-on approach that extends beyond just investment management. The Alitis team provides comprehensive financial guidance, collaborating with professionals in the legal, accounting, and medical fields when appropriate to support their clients’ unique planning needs. “We receive messages, calls, and emails from clients who appreciate not just the financial advice but the care we put into their overall well-being,” Robertson says.
Unlike many firms that place clients in generic mutual funds or third-party investments, Alitis creates and oversees their own investment pools. This in-house approach allows for a higher level of personalization and lets clients invest in asset classes traditionally reserved for the ultra-wealthy, such as real estate, private mortgages, and alternative investments.
“By pooling client investments, we open doors that were once closed to the average investor.”
Navigating uncertainty with confidence
While economic concerns, such as tariffs and global trade shifts, have caused anxiety for some investors, Robertson and his colleagues advise clients to take a long-term perspective. “There will always be uncertainty. The key is to focus on your goals, not short-term market swings. Reacting emotionally to market changes rarely leads to positive outcomes.”
Perhaps the most telling sign of Alitis’ impact is the trust that spans generations. “We manage the wealth of multi-generational families – great-grandparents, parents, children, and now even grandchildren. That level of trust and continuity speaks volumes about the relationships we build.”
Our Team at Alitis
Our dedicated team at Alitis has over 250 years of collective industry experience. But what makes us unique is the high level of integrity that every team member brings to the table.
Along with experience and integrity, each team member at Alitis shares the same commitment to our clients. At the end of the day, we measure our success based on the success of you reaching your financial goals.
If you’re interested in investing with Alitis, let’s have a conversation:
