Alitis Investment Counsel

Calling all business owners! 📣 Whether you're contemplating selling your business now or in the future, you won't want to miss out on this webinar! Join us for an hour online where industry experts will share invaluable insights on how to maximize your exit strategy from understanding the market landscape to navigating tax and legal complexities to what to do after you sell. Registration is requested for this free event. Speakers include: Ramon Ramirez, Shawn Fetter, CFP® CIM® CLU®, Tom Miller, CPA, Paul Ives

Ever wondered how the ultra-wealthy build their fortunes? Want to learn three techniques in which they excel that you can apply to your own financial journey? Read our latest blog here: https://lnkd.in/eH7nTtYK

Alitis attended the Greater Victoria 2024 Business Awards yesterday for the first time. Portfolio Manager Usman Afzal noted that it was an incredible experience being surrounded by so many talented individuals and innovative companies. What a great night! Congratulations to all the Business Awards nominees and winners!

Alitis was proud to be a Gold Sponsor at the 14th Annual Campbell River Wine, Brews, and Blues Festival held at the beautiful Maritime Heritage Centre. Hosted by the Campbell River Day Break Rotary, this event serves as a fundraiser to support initiatives including Student Scholarships, Campbell River Arts Council, Second Chance Recovery House, Campbell River Museum, Campbell River Cadets, MARS Wildlife Rescue, Head Injury Society, Habitat for Humanity, and the Campbell River Hospital Foundation. L-R: Andrew & Emily Hofmann and Samantha Baldry-White

Associate Portfolio Manager, Apurva Parashar, MBA, CAIA, CIM® shares her reflections on the inspiring book "My Life in Full: Work, Family, and Our Future" by the remarkable Indra Nooyi. Read the latest article here: https://lnkd.in/eP8CtcM4

The objective of good tax planning is to structure your affairs in a legal fashion to minimize the amount of tax you pay. Our latest article discusses how Alitis is always looking for opportunities to create efficiencies and savings in your planning to maximize your wealth. Read more here: https://lnkd.in/eydbyqsj

Alitis is proud to celebrate a client retention rate of 99%! Read how we've built lasting partnerships and delivered exceptional results for our clients. https://lnkd.in/en9uPCbe

Alitis is thrilled to announce that we have joined the Greater Victoria Chamber of Commerce! We are excited to make new connections, share insights, and be more involved in the community. Here's to endless possibilities! 🤝

Alitis Investment Counsel is thrilled to welcome Usman N. Afzal, CFA to the Alitis Team. He will be based out of our Victoria office, located at 1480 Fort Street. With a career spanning back to 2013, Usman brings a wealth of experience and expertise with his background in finance which includes investing banking, corporate finance, and wealth management.  Learn more here: https://lnkd.in/eDnF6C3P

A day after the most recent federal budget announcement, Alitis' Senior Real Estate Strategist, Ryan Patterson is in Ottawa, ON to tour some real estate properties. Alitis analyses market trends, builds relationships with developers, and researches regional housing needs before funding projects, and is currently involved with properties in B.C, Alberta, Manitoba and Ontario.