Business Owners

Services for Business Owners

At Alitis Investment Counsel, we will work closely with you to design a business solution that addresses the short-term and long-term goals of your company. From strategic advice and consultation, to portfolio management and financial planning, we can help you make the right decisions so you can achieve your financial goals with confidence.

Benefit from a professional team of industry experts who understand the challenges facing business owners today. We can help you create an investment plan that's good for business.

Investment Management Services

  • Discretionary Portfolio Management

We provide the following services to our Private Client investors through our affiliated firm, Alitis Insurance Services Inc.

Insurance Services

  • Personal life insurance
  • Mortgage insurance
  • Disability and critical illness insurance
  • Corporate buy-sell insurance

Financial, Tax & Estate Planning

  • Private wealth management
  • Pension maximization strategies
  • Corporate tax-free estate planning strategy
  • Retirement planning
  • Tax and estate planning
  • Corporate and business succession planning

Business Succession Planning

  • Strategic wealth planning program
  • Advanced tax, estate and business succession planning