Financial Planning for 2025: 4 expert tips to keep your financial goals on track
From reviewing estate documents to revisiting financial goals – set yourself up for a successful year!
December 11, 2024/by Natalie NguyenBuilding a Stronger Community
As a firm, we believe in actively supporting and connecting with the communities where we live, work, and play.
December 3, 2024/by Natalie Nguyen2024 Holiday Hours
As the holiday season approaches, we would like to share our adjusted hours to ensure you can plan your visits and inquiries accordingly.
November 27, 2024/by Natalie NguyenAlitis Investment Counsel launches third annual toy drive to support local families
Please drop off toys and gift cards through Dec. 5 to help make the holiday season brighter in Comox Valley and Campbell River.
November 21, 2024/by Natalie NguyenYour Brain vs. Your Wallet: Common Investor Biases
Behavioral finance studies how our emotions and biases can lead to poor decisions, even when we have all the information we need.
November 12, 2024/by Natalie NguyenUnderstanding the Chartered Investment Manager (CIM®) Designation
The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services.
November 5, 2024/by Natalie NguyenLearn How RESPs Can Give Children a Future of Possibilities
“It’s not just about saving money. It’s about giving your child the best possible start in life.” This is what Brown loves most about his work – helping families secure their children’s futures.
October 22, 2024/by Natalie NguyenTrusted Contact Person: What It Is and Why You Should Name One
The role of a Trusted Contact Person (TCP) is vital for ensuring the security of investors, particularly in safeguarding against potential issues related to mental capacity, fraud, or financial exploitation.
October 15, 2024/by Natalie NguyenMaximizing Your Business Sale: Insights from Industry Experts
In a virtual event collaboration by Alitis Investment Counsel. Chinook Business Advisory Inc., Chan Nowosad Boates Chartered Accountants and RLR Lawyers, experts from each firm delved into critical strategies for maximizing the proceeds of a business sale.
October 7, 2024/by Natalie NguyenCheers to 15 Years!
Our 15th anniversary event was a heartfelt expression of appreciation for our clients, many of whom have been with the firm since the very beginning.
October 2, 2024/by Natalie NguyenChanging Tides and Markets
Tides are a captivating force of nature that shapes the coast with power and rhythm. Similar to tides, financial markets also follow their own patterns, with a natural ebb and flow over time.
September 27, 2024/by Natalie NguyenThe Certified Financial Planner (CFP) Designation: What It Is and Why It Matters
Whether 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.
September 5, 2024/by Natalie Nguyen