ALITIS

Alitis best serves clients who typically have a minimum of $500,000 in investable household assets, are affluent families, or individuals nearing retirement. Alitis also focuses on business owners and professionals who are building their wealth and require the expertise to help them achieve their dreams... Alitis provides pieces to puzzles, empowering investment advisors and financial advisors alike to provide solutions to best service the needs of their clients... Today, Alitis Investment Counsel manages over $490 million of private client assets, which includes a sizeable allocation to alternative investments. We are pleased to offer such unique investment solutions that are typically only available to high net worth or institutional investors.

Also known as: Alitis Investment Counsel, Alitis Investment Counsel Inc., Alitis Wealth Planning Inc.

Primary location: Campbell River Canada