Description
Alitis Investment Counsel is an independent, discretionary portfolio management firm specializing in providing tailored investment solutions for individuals, families, businesses, and institutional clients. Based in British Columbia, Alitis focuses on building well-diversified portfolios that go beyond traditional stocks and bonds, incorporating alternative investments such as private real estate, infrastructure, private credit, and private equity.
The firm’s goal is to offer pension-style investing that provides stable, risk-managed returns while preserving capital and generating income. Alitis takes a disciplined and research-driven approach to portfolio construction, balancing public and private market opportunities to help clients achieve their long-term financial goals.
In addition to investment management, Alitis offers comprehensive wealth advisory services, including financial planning, retirement planning, tax strategies, estate and will planning, and insurance solutions — all delivered with personalized, high-touch client service.
Services
- Discretionary portfolio management
- Diversified investment portfolios including public markets (stocks, bonds, ETFs) and private markets (real estate, private credit, infrastructure, private equity)
- Pension-style investing approach
- Investment management for nonprofits, foundations, and endowments
- Corporate investment accounts
- Business owner wealth planning
- Risk management and asset allocation strategies
- Income generation and capital preservation strategies
- Comprehensive financial planning
- Cash flow planning
- Retirement planning
- Tax-efficient strategies
- Estate and will planning coordination
- Intergenerational wealth transfer strategies
- Charitable giving strategies (foundations, donor-advised funds)
- Life insurance planning
- Disability, critical illness, and long-term care insurance solutions
- Insurance-based estate and tax planning
- Succession and transition planning for business owners
- Consolidated reporting and online access
- Personalized client reviews and financial updates
- Collaboration with clients' other professional advisors (accountants, lawyers, etc.)
- Education and market insights
Location
Contact Information
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