Blog

Nov 19, 2014

Alitis Investment Counsel is proud to be a Gold Sponsor at the 13th Annual IAFP Symposium in Niagara Falls, ON. The IAFP Symposium has consistently provided a rare opportunity to meet truly advanced financial planners, and to study technical subjects related to financial planning at an advanced…Read more

Oct 28, 2014

Alitis Turns 5! They say, “Time flies when you’re having fun!” Alitis has been in operation for five years and in that time, it has evolved from an idea —creating a better way to invest — into a $200 million dollar firm operating in four provinces! To celebrate this anniversary, we hosted a Client…Read more

Oct 24, 2014

September 2014 brought a sharp change in market direction. After two years of strong upward momentum, Aug 29th through Oct 15th was a different story. There was an 11.24% drop in the TSX and a 7.03% drop in the S&P500 over that time period. At the moment, the panic seems to be over and we’ve…Read more

Oct 10, 2014

All business owners face two important issues: 1. Who is going to take over the business when I retire? 2. How can I maximize and protect my business’ value when I leave? To help answer these questions, Alitis Insurance Services Inc. is hosting an educational “Lunch n’ Learn” for business owners,…Read more

Oct 1, 2014

As the Exempt Market sector becomes increasingly competitive, participants should take a lesson from the rest of the financial services industry: continuing professional development produces the knowledge and skills to provide value, and differentiates us in increasing competitive environments. "A…Read more

Sep 26, 2014

There is a new bug called Shellshock that is being compared to the Heartbleed bug, which affected hundreds of thousands of computers this past April. Shellshock affects a piece of software called Bash, short for Bourne-Again Shell, which is part of the Unix operating system. We would once again…Read more

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

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