Sep 19, 2014

Risk management is the starting point for Alitis’ investment style, and it permeates all the steps we go though in our processes — from using more asset classes to only using pooled products (e.g. ETFs, funds, MICs) as our investment choices. With our style, it is very unlikely that will see the…Read more

Sep 2, 2014

Knowledge Bureau Rod Burlyo will be presenting “ Why the Sweet Spot in Ethical Standards Needs Rethinking. ”Read more

Sep 2, 2014

Institute of Advanced Financial Planners Cecil Baldry-White will be presenting “ Shifting Gears- Positioning Your Clients’ Portfolio For The Next Five Years. ”Read more

Sep 2, 2014

Pro-Seminars 15th Annual National Advisor Conference Las Vegas, Nevada, USA September 8-10, 2014 Rod Burylo will be presenting “ Are You Ready For The Next Correction? ”Read more

Jul 24, 2014

This is a good article from The Globe and Mail indicating why mortgage investment corporations may be a good investment for you at this time: We have certainly…Read more

Mar 15, 2014

Planning for long term can be challenging as it is often difficult to discuss the potential loss of your independence or that of a loved one. It is also overwhelming given the breadth of information available online and the number of decisions to make. The possibility of needing long term care and…Read more

Mar 10, 2014

Electronically depositing money into your RRSP, TFSA or investment account through your online banking is very easy to do. To set up the service, just follow these simple steps: Sign into your online banking, Select the “Add Payee” feature (or similar function), Add Qtrade Investor Inc. as a payee…Read more

Mar 10, 2014

Alitis has a large number of clients that head south every year in order to avoid the wet, and sometimes cold, Canadian winters. If you are one of these individuals then you need to be aware of how the US calculates residency for tax purposes. The following is an excerpt from the “Residency Rules…Read more

Dec 10, 2013

Almost all investors have a relationship with an investment professional and these are often based on just that, relationship. In our experience the majority of investors with an Investment Advisor don’t really know where that person sits in terms of investment credentials, the range of investments…Read more

May 15, 2013

Alitis Investment Counsel won the “Friends of Quadra Singers” draw at a recent concert. This prize included a written and recorded brief musical advertisement by the quartet “Quadra Voce.” Click here to play button below to listen to the jingle prepared for Alitis.Read more

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