The Alitis team's periodic communications are designed to keep investment professionals informed and help you in achieving business growth and client success. The Alitis team's periodic communications are designed to keep you informed and help in the pursuit of your personal financial goals.
Units of the Funds are offered to qualified investors subject to the securities legislation of one of the following: British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Qubec, Nova Scotia, New Brunswick and Prince Edward Island and the investor is (and will at the time of acceptance of the Subscription be) an accredited investor within the meaning of National Instrument 45-106 Prospectus and Registration Exemptions ("NI 45-106").
Units of the Funds are offered to qualified investors subject to the securities legislation of one of the following: British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Qubec, Nova Scotia, New Brunswick and Prince Edward Island and the investor is (and will at the time of acceptance of the Subscription be) an accredited investor within the meaning of National Instrument 45-106 Prospectus and Registration Exemptions ("NI 45-106").
Services
Our primary focus is to deliver superior risk-adjusted returns in all market cycles. As a result we are committed to constructing portfolios that deliver income and growth over the long term while minimizing capital drawn downs. We do this by starting with a traditional investable universe of stocks, bonds, cash and funds and include a meaningful allocation to alternative investments to adjust the risk profile of the portfolio.
Alitis Wealth Planning is able to provide a range of products and services for whatever stage of life you are in. We will help identify and address your goals and needs to create a customized financial plan to build and protect your wealth. We understand that a truly comprehensive financial plan includes business succession planning and involves effective tax and estate planning.
Reviews (1)
Jason McKenzie
Nov 09, 2021
Report