09/09/2025
Planning for the future doesn’t have to feel overwhelming. Our latest article—written by Certified Financial Planner Emily Hofmann—introduces the Estate Planning Guide: Preparing for Meeting Your Lawyer, a practical resource to help you feel confident and ready for these important conversations.
Take the next step toward peace of mind and learn how this guide can support you: https://www.alitis.ca/wealth-planning/insights/estate-planning-made-easier/
08/13/2025
Do you have a valid Life License Qualification Program (LLQP) certification and a client-first mindset?
We're looking for an Insurance Agent and Financial Planner to join our growing team! This is an in-person role based in Comox or Campbell River.
You'll be managing Alitis’ insurance business — servicing existing policies, writing new policies, and growing our client base. Interested?
Learn more here: https://www.alitis.ca/wealth-planning/careers/
03/21/2025
Proactive planning can help you make the most of your time and resources. In our latest article, Certified Financial Planner Shawn Fetter, CFP® CIM® CLU® has four practical tips to set you on the path to success.
Read more here: https://www.alitis.ca/wealth-planning/insights/4-financial-planning-tips-to-keep-your-goals-on-track/
01/10/2025
New year, new you?
Don’t wait to take control of your financial future. Start planning today for the tomorrow you want.
We are dedicated to helping our clients achieve their financial goals and secure their financial futures. Contact us today for a complimentary consultation.
10/23/2024
Our latest Estate Planning 101 Seminar was an outstanding success. We presented to a full room at the Anchor Inn & Suites in Campbell River. If you missed it, we are hosting another one tomorrow, Thursday, October 24 at Crown Isle Resort & Golf Community in Courtenay from 2-3PM. RSVP by email [email protected] or by calling 250.890.1372.
