Introducing Usman Afzal – Financial Planning in Victoria
Usman thrives on building one-on-one relationships with his clients and ensures that every client receives personalized attention and tailored solutions.
April 9, 2024/by Natalie NguyenElectronic Deposits through Online Banking
Follow these steps to electronically deposit money into your RRSP, TFSA, or investment account through your online banking account.
April 1, 2024/by caordaProtecting Yourself: Beware of the Latest CRA and DocuSign Scams
It is important to be aware of common scams and to stay vigilant to avoid becoming a victim. This article will discuss the latest CRA and DocuSign scams going around.
March 25, 2024/by Natalie NguyenCongratulations Harrison Brown!
Alitis Investment Counsel is pleased to announce that Harrison Brown is now licensed as a Portfolio Manager in BC, Alberta, and Ontario.
March 21, 2024/by Natalie NguyenAlternative investments can pave the way to a stable future
Alternative investments often act as a safe harbour during unpredictable storms that occasionally accompany traditional investments.
March 19, 2024/by Natalie NguyenUnlocking the Path to Homeownership: Your First Home Savings Account Explained
The FHSA is a registered savings account that allows you to save up to $40,000 tax-free for your first home purchase.
March 12, 2024/by Natalie NguyenOur Women. Our Future.
In celebration of International Women’s Day, this article showcases four women from Alitis, each offering insights into their unique journey, their thoughts on the significance of female perspectives in business, and their vision for the future.
March 8, 2024/by Natalie NguyenMaking Waves: Proud Sponsor of the Campbell River Salmon Kings
We actively encourage our team members to engage in community events, volunteer work, and fundraising activities. By doing so, we aim to cultivate a profound sense of community and foster long-lasting relationships.
March 4, 2024/by Natalie Nguyen2023 Review: Inflation & Interest Rates Set The Tone
More asset classes have allowed Alitis to have more investment options during a broader range of economic conditions. As was the case in 2023, inflation and interest rates will be the most closely watched measures that will dictate much of what will happen.
February 27, 2024/by Natalie NguyenAlitis Private Mortgage Fund celebrates 10 years of growth
If you are looking to diversify your investment portfolio, the Alitis Private Mortgage Fund could be the answer.
February 20, 2024/by Natalie Nguyen2023 Tax Changes: What You Need to Know for a Smooth Filing Experience
Here's an article to help you prepare for the upcoming tax season.
February 8, 2024/by Natalie NguyenUnderstanding 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.
February 6, 2024/by Natalie Nguyen