Alitis Investment Counsel

09/01/2026

Saving for education is only part of the RESP process — understanding how withdrawals work is just as important.

Educational Assistance Payments (EAPs) are the portion of RESP withdrawals that come from investment growth and government grants. Knowing how EAPs are taxed, when they can be withdrawn, and how they support students during post-secondary education can help families make more informed financial decisions.

Learn about how Educational Assistance Payments (EAPs) work within an RESP and what families should know before making withdrawals: https://www.getsmarteraboutmoney.ca/learning-path/resps/educational-assistance-payments-eaps/

We can help you maximize available education funding and discuss withdrawal strategies. Contact us today to schedule a meeting.

08/25/2026

Saving for post-secondary education is one of the most valuable long-term investments families can make — and understanding how an RESP works is an important first step.

Learn more about how RESPs work, including contributions, grants, withdrawals, and investment growth here: https://www.getsmarteraboutmoney.ca/learning-path/resps/how-resps-work/

Connect with us to find out how an RESP could fit into your long-term financial plan.

08/19/2026

Post-secondary education costs can add up quickly — but understanding how much you may need to save can help make the goal feel more manageable.

An RESP can be a powerful tool for education savings, especially when combined with government grants and long-term investment growth. Even small, consistent contributions over time can make a meaningful impact on future education funding.

This article from GetSmarterAboutMoney.ca explores how to calculate your RESP savings needs and what factors to consider when planning for future education costs:
https://www.getsmarteraboutmoney.ca/learning-path/resps/calculate-your-resp-savings/

We can review your RESP contributions and help you create a long-term savings plan that aligns with your family’s goals. Connect with us today!

08/13/2026

A Registered Education Savings Plan (RESP) is designed to help families save for post-secondary education in a tax-efficient way, often with access to government grants that can boost savings over time. The earlier you start, the more time your contributions have to grow.

Read about the 6 reasons to open an RESP here: https://www.getsmarteraboutmoney.ca/learning-path/resps/6-reasons-to-open-an-resp/

We can help you plan for your child/children’s education. Starting early can make a meaningful difference. Connect with us today!

08/05/2026

Are you an experienced investment professional with a passion for portfolio construction, disciplined research, and long-term investing?

We're looking for a Senior Portfolio Manager to join our Investment Management team in Victoria, BC.

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

08/04/2026

07/16/2026

CEO Lisa Sillanpaa was pleased to present this year's Alitis Investment Counsel Women in Finance Award to two outstanding Camosun College recipients: Katrina Zermeno and Yu Zhang.

Supporting this award is a direct reflection of Alitis' corporate value of Community: giving back to the places we live and work, and investing in the people who will shape its future. We're proud to continue championing the next generation of women in finance right here on Vancouver Island, and the drive and passion of students like Katrina and Yu make it easy to see why it matters.

07/15/2026

Thank you, Alitis Investment Counsel, for being supporting the Campbell River Salmon Kings. Your support means so much to our club.

07/14/2026

Planning a vacation is exciting — but making sure your finances are ready for it is what helps you enjoy it stress-free.

For practical ways to get your finances vacation-ready, from setting savings goals to managing spending while you’re away, read this article: https://www.getsmarteraboutmoney.ca/learning-path/budgeting/get-your-finances-vacation-ready/

Connect with us to see how short-term travel spending aligns with your broader financial goals and long-term plan.

07/07/2026

Your financial priorities change as life evolves—but strong money habits can help you stay on track at every stage. Whether you’re just starting out or planning for retirement, building a solid financial foundation is key.

Discover a few timeless tips to help guide your financial journey here: https://www.getsmarteraboutmoney.ca/learning-path/life-events/financial-and-investing-tips-at-any-age/

We will work with you as your life goals evolve. Contact us today.