The new Growth Pool at Alitis Investments is just another way they can help you with your financial planning!

The new Growth Pool at Alitis Investments is just another way they can help you with your financial planning!

Get to work with this new tool for your investment toolbox

Introducing the Alitis Dividend Growth Pool + bringing new investment opportunities your way

Since its inception in 2009, Alitis Investment Counsel has advocated for risk management and the use of alternative and private investments.

Today, to expand their offerings for clients, they’ve complemented those strategies with their spin on a more traditional approach to investing.

“The introduction of the Alitis Dividend Growth Pool has allowed us to put another tool in our toolbox,” explains Chief Investment Officer Kevin Kirkwood. “With valuations in the markets, the timing is good to get back to the basics of investing.”

Alitis Dividend Growth Pool

On Jan. 1, Alitis launched the Alitis Dividend Growth Pool, designed to supply Canadian investors with a diversified, tax-efficient investment fund with a balance of dividend-paying Canadian stocks along with higher growth US and international stocks.

Additionally, for investors with taxable accounts looking to achieve strong growth with reduced taxes, the Pool offers an excellent alternative, combining Canadian equities that pay eligible dividends with global equities that provide both income and capital appreciation potential.

“One of the ways this differs from your other Canadian Dividend Funds is the balance between Canadian Dividends and Global Growth Stocks,” explains Thomas Nowak, Associate Portfolio Manager at Alitis Investment Counsel. “While Canada has some amazing companies, they only make up about three per cent of the global stock market. By only looking for eligible Canadian dividends, investors miss out on the potential in the rest of the world. The total return, even after taxes, could improve if investors were to look at the bigger picture – and it’s exactly this, that the Pool helps to accomplish.”

The Pool is structured to ensure that less tax efficient income from global stock dividends is utilized to cover the costs of the Pool rather than being distributed to investors. This allows investors to take advantage of the eligible dividends of the Canadian holdings, while also giving them the ability to benefit from capital gains from global growth stocks.

The Alitis team will manage the Pool similarly to their other investments, by diversifying as much as possible, using external managers to complement their internal investment approach, and by continuing to think outside of the box.

To this end, the Pool will use a variety of diversified Exchange Traded Funds to keep costs down, use external managers to provide a complementary investment approach, and maximize foreign opportunities without impacting the tax-efficient Canadian dividends.

To see if the Alitis Dividend Growth Pool is right for you, and to learn about Alitis’ Portfolio Management approach, visit them online to connect with them today!

Financial planning

Just Posted

A B.C. Centre for Disease Control map shows new COVID-19 cases by local health area for the week of April 11-17. (BCCDC image)
BCCDC says fresh COVID-19 cases down in most Island Health areas

Nanaimo sees its fewest new COVID-19 cases since mid January

The Sybil Andrews Cottage property in Willow Point, along with the Haig-Brown House property, have both been assigned Community Heritage Designation. Mirror File Photo
Sybil Andrews cottage and Haig-Brown House get full heritage status

Designation offers both protection as well as opening up future funding opportunities

Police executed a search warrant at the Devils Army Clubhouse on Petersen road in Campbell River on August 10, 2017.
John Dillon Brown set off to conclude an out-of-court settlement the day he disappeared

Trial of Richard Alexander continues in B.C. Supreme Court in Victoria

Pharmacist Barbara Violo arranges empty vials of the Oxford-AstraZeneca COVID-19 vaccine that she has provided to customers at the Junction Chemist, an independent pharmacy in Toronto, Monday, April 19, 2021. Younger Canadians in several provinces are now able to get the AstraZeneca vaccine. THE CANADIAN PRESS/Nathan Denette
AstraZeneca vaccine appointments fill up fast on Vancouver Island

More pharmacies expected to be added as supply increases

Canadian Prime Minister Justin Trudeau and United States President Joe Biden smile as they say farewell following a virtual joint statement in Ottawa, Tuesday, February 23, 2021. THE CANADIAN PRESS/Adrian Wyld
Trudeau pledges to cut emissions by 40% to 45% by 2030, short of U.S. goal

Trudeau announced target during a virtual climate summit convened by U.S. President Joe Biden

MLA Shirley Bond, right, answers questions during a press conference at Legislature in Victoria, B.C., on February 19, 2019. THE CANADIAN PRESS/Chad Hipolito
Former B.C. gaming minister says she wasn’t told directly about dirty cash flowing to casinos

Shirley Bond said Thursday civil forfeiture, gang violence and gambling addiction were also major concerns in 2011

RCMP Constable Etsell speaks to tourists leaving the area at a police roadblock on Westside Road south of Fintry, B.C., Thursday, July 23, 2009. THE CANADIAN PRESS/ Yvonne Berg
B.C. police say they take ‘exception’ to conducting roadblocks limiting travel

Asking the police to enforce roadblocks exposes officers to further risk and possible COVID-19 infections, says federation president Brian Sauve

As part of the province’s strategy to combat the opioid overdose crisis, take-home naloxone kits have been distributed throughout the province. (Courtesy of Gaëlle Nicolussi)
Vancouver Island could be at its worst point of overdose crises yet: medical health officer

Island Health issued overdose advisories for Victoria, various communities in the last two weeks

The conservation service confirmed they do not relocate cougars from settled areas but that euthanasia is not necessarily the fate for an animal in the Fanny Bay area. The hope is that the animal will move on to wild areas. (File photo)
Woman hopes cat-stalking Fanny Bay cougar can avoid euthanization

Conservation officers do not relocate the animals from Vancouver Island

Tofino residents expressed frustration over a recent post by Long Beach Lodge owner Tim Hackett that falsely claimed all residents have been vaccinated. (Westerly file photo)
Resort owner apologizes for suggesting Tofino is safe to travel to

Long Beach Lodge owner Tim Hackett apologizes to community and visitors

BC Hydro released a survey Thursday, April 22. It found that many British Columbians are unintentionally contributing to climate change with their yard maintenance choices. (Pixabay)
Spend a lot of time doing yard work? It might be contributing to climate change

Recent BC Hydro survey finds 60% of homeowners still use gas-powered lawnmowers and yard equipment

Journal de Montreal is seen in Montreal, on Thursday, April 22, 2021. The daily newspaper uses a file picture of Prime Minister Justin Trudeau dressed in traditional Indian clothing during his trip to India to illustrate a story on the Indian variant of the coronavirus. Paul Chiasson/The Canadian Press
Montreal newspaper blasted for front-page photo of Trudeau in India

Trudeau is wearing traditional Indian clothes and holding his hands together in prayer beside a caption that reads, ‘The Indian variant has arrived’

Most Read