Plan for retirement with Alitis and build your fund.

We help you plan your retirement fund, from the moment you start thinking about retirement, to the strategy, maintenance, and behind-the-scenes work, right up until that day when you clock out for the last time and during your retirement so that you can enjoy doing the things you love.

There’s a lot that needs to go into retirement planning to ensure that the transition goes smoothly.

There are three essential steps you should take while developing your financial retirement plan:

  • Have a plan with the end goal in mind
  • Your retirement plan may be more complex than you might think. You’ll need to factor in your post-retirement goals, government or company pensions, CPP, OAS, investments, cash flow, your net worth and a variety of factors you can’t leave to chance.

    It’s your retirement. With a proper plan, you can spend it how you want.

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  • Assemble your team
  • It’s a big leap to leave the work force and that steady source of income.

    When you do retirement planning, you talk to people – lots of them. You will need a team of qualified financial professionals to help guide you through the labyrinth of factors you will inevitably need to address as you start your journey to your pivotal final day at work.

    You’ll need a qualified advisor. Your advisor may also add wealth managers, accountants, lawyers and insurance advisors, in varying capacities to your team.

    Your advisor is your teammate. They are right there with you each step of the way on your journey to retirement.

  • Mentally prepare yourself
  • You’ve worked most of your life. Now you have free time on your hands. How are you going to spend it? There is no wrong answer. It’s simply something you need to think about in each stage of your retirement planning.

    Retirement isn’t just about numbers. At Alitis, we get that – and we’re here to help with as much mental preparation as we do with numbers.

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We can help build a retirement fund strategy just for you.

Our job at Alitis is to help with your journey.

Our team of portfolio managers and experienced advisors will:

  1. Review your retirement investments and goals with you.
  2. Work with you to update your financial goals.
  3. Assess whether your current investment strategy aligns with your new funding goals.
  4. Explore solutions utilizing a combination of traditional and alternative investments that have the potential to help you achieve your retirement goals.

We look at the bigger picture and take into consideration your unique needs and circumstances so that you can enjoy the retirement that you’ve envisioned.

Speak with an Alitis Financial Advisor today to begin funding your retirement plans.

Speak with a Financial Advisor today.

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Interested in working with Alitis? Get in touch.

Get in touch with Alitis

Campbell River

101-909 Island Highway
Campbell River, BC, V9W 2C2
P: 250.287.4933

Comox Valley

103-695 Aspen Road
Comox, BC, V9M 3P5
P: 250.890.1372

Victoria

1480 Fort Street
Victoria, BC V8S 1Z5
P: 250.386.4933

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