Financial Investment Services
Alitis Investment CounselGet Directions to Here
250.890.1372 Visit Website 103-695 Aspen Road, Comox, BC, V9M 3P5
At Alitis, we take great pride in our work and are dedicated to delivering innovative solutions, thought-provoking advice, and exceptional service.
As Portfolio Managers, we have a fiduciary duty to act with care, honesty, and good faith, always in the best interest of our clients. We will continually review our client’s evolving needs and circumstances with clear communication and work with them to help achieve their financial goals. Our firm has provided discretionary portfolio management and retirement planning services since 2009 and has built a solid reputation for providing investment solutions with solid returns and lower risk utilizing meaningful allocations to alternative investments, such as private real estate, private mortgages, and private equity, in our funds.
Starting out with seven staff and three investment portfolios, we’ve followed a disciplined data-driven approach to investing resulting in a comprehensive approach to wealth management that includes portfolio management, risk management, tax & estate planning, and more. Today, the firm is both Vancouver-Island-based and employee-owned. We manage over $435 million in assets, with over 20 team members, and seven investment portfolios, and have offices in Comox, Campbell River, and Victoria.