In the midst of the 2008 financial crisis, it became evident that there was a need for a new investment strategy that would help investors survive future market fluctuations. Alitis was founded in 2009 for this very reason. Alitis incorporates alternative investments, such as private real estate, private equity and private mortgages, to act as a safeguard in our clients' portfolios, allowing them to navigate market volatility and achieve better risk-adjusted erturns. The Alitis Pools provide access to alternative investments at a lower cost and much improved liquidity compared to conventional ...


No matter what your need, goal or life stage, we are here to help improve your financial health  Costal Community Credit Union is one of the last standing Island based Credit Unions - we have 24 locations tip to tip and coast to coast - 3 of our locations are invested tightly into serving the Capital District of Victoria  We have four divisions; Retail Banking, Wealth Services, Insurance Services and Commercial Services  You can expect expert advice, great service and a full rang of financial services, because it's simple - We are in the business of helping YOU do great things.


I grew up outside Vancouver with two entrepreneur parents. I was fortunate to witness them start, develop, and manage successful businesses from the ground up. With their busy schedules, they never planned for their retirement goals, nor had a proper succession plan to sell their business when the time came. Watching this unfold I realized how important it is to implement a Total Wealth Plan.My team and I provide the highest level of Total Wealth Planning for Canadian families and businesses.My process begins with thorough planning and is designed to address all aspects of our clients’ ...


1803 Douglas st