Alitis Investment Counsel

Alitis Investment Counsel Alitis [Ah-LEE-tis] {latin}: to grow, nourish, take care of financially

Reminder: Retire with Confidence Presentation is tomorrow!In partnership with Alitis Wealth Planning, we will be hosting...
05/27/2026

Reminder: Retire with Confidence Presentation is tomorrow!

In partnership with Alitis Wealth Planning, we will be hosting an informative presentation about financial planning on Thursday, May 28, at 2:00 PM. This event will take place in the Pacific Ballroom at the Anchor Inn & Suites (261 Island Highway, Campbell River, BC, V9W 2B3).

Spaces are limited. RSVP today here: https://www.eventbrite.ca/manage/events/1988777010575/tickets
Or call 250.287.4933 or email [email protected] to reserve your spot today.

When should you start taking CPP?There’s no one-size-fits-all answer. You can start as early as 60 or wait until 70 — bu...
05/21/2026

When should you start taking CPP?

There’s no one-size-fits-all answer. You can start as early as 60 or wait until 70 — but the timing can make a difference in your monthly payments and long-term retirement income.

Learn more in our latest article: https://www.alitis.ca/insights/when-to-start-taking-cpp/

Connect with us to talk about the pros and cons of taking CPP early vs. delaying it so you can make a confident retirement decision.

Planning for retirement can feel overwhelming, but a quick check-in can help you see where you stand. The Retirement Rea...
05/07/2026

Planning for retirement can feel overwhelming, but a quick check-in can help you see where you stand.

The Retirement Ready Quiz from GetSmarterAboutMoney is a simple tool designed to help you evaluate how prepared you are for retirement and identify areas where you may want to improve: https://www.getsmarteraboutmoney.ca/tools/retirement-ready-quiz/

Do you want more in-depth retirement planning? Contact a member of our team today. We can help!

Use this quiz to see how prepared you are for retirement, and get additional resources to learn more.

Private assets are no longer just a niche – they’re reshaping how investors think about opportunity.This article breaks ...
05/01/2026

Private assets are no longer just a niche – they’re reshaping how investors think about opportunity.

This article breaks down three compelling reasons why:
- Diversification benefits beyond public markets
- Potential for higher long-term returns
- The evolving role of private debt and alternative income streams

If you’re curious how private assets could fit into your portfolio, please contact us to learn more.

Read the article here: https://ca.finance.yahoo.com/news/three-compelling-reasons-investors-consider-100055123.html

Clients place their trust in Alitis. That trust extends beyond investment expertise to the safeguarding of personal and ...
04/28/2026

Clients place their trust in Alitis. That trust extends beyond investment expertise to the safeguarding of personal and financial information.

This article discusses the core principles and technologies that maintain cybersecurity posture for Alitis. These should provide peace of mind about your relationship with Alitis, but may also offer a useful foundation for thinking about cybersecurity in your own life.

Learn more here: https://www.alitis.ca/insights/cybersecurity-at-alitis/

Wondering how much your RRSP savings could grow by the time you retire? The RRSP Savings Calculator from GetSmarterAbout...
04/23/2026

Wondering how much your RRSP savings could grow by the time you retire?

The RRSP Savings Calculator from GetSmarterAboutMoney can help you estimate the future value of your savings and how much income they could provide in retirement: https://www.getsmarteraboutmoney.ca/calculators/rrsp-savings-calculator/

Do you want more in-depth retirement planning? Contact a member of our team today. We can help!

Estimate how much your registered retirement savings plan (RRSP) will be worth at retirement and how much income it will provide each year.

Do you have a foundation in compliance and a commitment to integrity? We are looking for a talented professional to join...
04/16/2026

Do you have a foundation in compliance and a commitment to integrity? We are looking for a talented professional to join our team!

📍Compliance Officer - may be based on Vancouver Island or in Calgary

For more details, please visit: https://www.alitis.ca/careers/

Address

#101-909 Island Highway
Campbell River, BC
V9W2C2

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18006672554

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