Financial planning

Cecil Baldry-White, Chief Executive Officer of Vancouver Island’s Alitis Investment Counsel.

How this Vancouver Island firm helps average Canadians access the investments of the ultra-wealthy

How has Vancouver Island’s Alitis Investment Counsel attracted the best talent, assembling…

  • Jul 25, 2022

 

The BC Securities Commission has ordered a Victoria man to pay $30,000 as part of a settlement after he was found to be providing financial services without proper registration under the Securities Act. (Pixabay)

Vancouver Island man to pay $30K in settlement with B.C. Securities Commission

Nelson Scott Blair found to be conducting business without proper registration

 

Shawn Fetter, an Associate Portfolio Manager at Alitis Investment Counsel. Find Alitis Investment Counsel in Campbell River at 101-909 Island Highway, in Victoria at 1480 Fort St., in the Comox Valley at 103-695 Aspen Rd. in September 2022, and at alitis.ca .

The rigorous credentials that make this investment firm stand out

What qualifications does your advisor have? Continuing education is essential to financial planning.

  • Jun 20, 2022

 

Kevin and Cecil

How the 2008 crisis inspired Campbell River financial experts to do things differently

Diversifying beyond the stock market to reduce risk for clients in Campbell River + the Comox Valley

  • May 2, 2022
Kevin and Cecil
Todd Blaseckie is a Portfolio Manager with Alitis Investment Counsel in Campbell River.

He caught the investment bug as a teen, and decades later he’s still fascinated by finances

Campbell River financial advisor brings years of education and experience back to his hometown

  • Mar 28, 2022
Todd Blaseckie is a Portfolio Manager with Alitis Investment Counsel in Campbell River.
Aaron Robertson is a Portfolio Manager with Alitis Investment Counsel. He says there’s more to wealth management than just investments, and a good advisor can help you make wise decisions.

Investments are just one part of a secure financial plan

Big returns are nice, but without guidance from an experienced advisor your wealth may not grow

  • Feb 28, 2022
Aaron Robertson is a Portfolio Manager with Alitis Investment Counsel. He says there’s more to wealth management than just investments, and a good advisor can help you make wise decisions.
Apurva

The perfect time to start investing? As soon as you can!

Vancouver Island financial advisor says starting early is the best way to make your wealth grow

  • Jan 31, 2022
Apurva
Financial wealth manager Dale Lamb. Photography by Lia Crowe

Financial planning pro Dale Lamb

A passion for education clients in wealth management

  • Jul 26, 2021
Financial wealth manager Dale Lamb. Photography by Lia Crowe
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

  • Apr 5, 2021
The new Growth Pool at Alitis Investments is just another way they can help you with your financial planning!
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There’s more to business than business: it’s people that make the company!

While the investment world can be tricky to navigate, the right help…

  • Mar 1, 2021
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Boutique investment counsel uses alternative investments to help diversify your portfolio.

Investment that make sense: Bringing some stability to financial planning

Local investment company uses innovative investment solutions

  • Jan 25, 2021
Boutique investment counsel uses alternative investments to help diversify your portfolio.