Advanced Financial Planning & Insurance Services
DISCLAIMER: Alitis Insurance Services Inc. (“Alitis Insurance”) is a company related to Alitis Investment Counsel Inc. The products and services outlined on this page are NOT offered by Alitis Investment Counsel Inc.
Alitis Insurance Services is an insurance agency related to Alitis Investment Counsel Inc. through which you may be offered other non-securities related products and services, such as:
- Advanced Financial Planning
- Tax & Estate Planning,
- Business Succession Planning
When you’re planning for life events, such as marriage, buying a home, selling your business or retirement, Alitis Insurance is able to provide a range of products and services that work for you, including:
- Family life insurance plans
- Disability and Critical Illness insurance
- Pension Maximization strategies
- Corporate Buy-Sell insurance
- Corporate Tax-Free Estate Planning strategies
- Guaranteed Investment Certificates (GICs)
Alitis advisers take a holistic approach when considering your financial needs. Our advisers have a wealth of knowledge and resources that can assist you in building a strong financial plan, with investment management being just one aspect of your financial plan. If products and services from Alitis Insurance are required, we will ensure that chosen strategies dovetail with the products and services provided by Alitis Investment Counsel Inc.
Financial, Tax & Estate Planning
Our team, along with our strategic partners, have the credentials and experience required to assist families with all levels of planning. We will help identify and address your goals and needs to create a customized financial plan to build and protect your wealth.
Business Succession Planning
We understand that a truly comprehensive financial plan includes business succession planning and involves effective tax and estate planning. Working alongside your family and other advisers, including your accountant and lawyer, we have the resources to help you meet your objectives, regardless of how complex the situation.