How has Vancouver Island鈥檚 attracted the best talent, assembling a team of intelligent, compassionate professionals who help Canadians reach their financial goals?

If you build it, they will come.

Chief Executive Officer Cecil Baldry-White says that after he鈥檇 done the research and created the plan to offer regular Canadians a better investment strategy, it was actually fairly easy to assemble a strong team.

鈥淟ike me, they wanted to serve their clients better. And they understood that they鈥檇 be able to offer better investment results with this new model,鈥� says Baldry-White, CIM庐,CFP.

Discover the Alitis advantage

The idea for Alitis started a decade and a half ago, during the financial downturn in 2008. Baldry-White was a branch manager at one of Canada鈥檚 largest financial services companies, and grew frustrated that he couldn鈥檛 effectively offer his clients the private investments and services that he knew would help them navigate market volatility and deliver better risk-adjusted returns.

鈥淭hrough my career I recognized that private investments 鈥� private real estate, private equity and private mortgages 鈥� would be a key asset in most of my clients鈥� portfolios. The smartest minds on the planet were already doing it 鈥� the ultra-wealthy and large funds like the Canada Pension Plan have used private investments for years,鈥� Baldry-White says. 鈥淪o, I started trying to figure out how to effectively access them in a lower cost environment with improved liquidity.鈥�

In addition to access to better funds, Baldry-White wanted to offer clients better service.

鈥淢any investment advisors don鈥檛 have discretionary management capability, which means that if they see an opportunity or risk coming they have to reach out to every client before making a move. With 500 clients, not everyone鈥檚 going to be able to take advantage of the best timing.鈥�

To gain that discretionary authority, the team at Alitis Investment Counsel is qualified at a higher level 鈥� they are Portfolio Managers, not just Investment Advisors. Some on the team work directly with clients, and others are dedicated to managing the (pools of assets designed to offer solid returns with lower risk).

鈥淲e are heavily loaded with talent! We now have seven Portfolio Managers and two Associate Portfolio Managers. I鈥檓 also proud that we鈥檝e incubated a number of advisors 鈥� they came in as administrators and pursued higher accreditation while working for us and are moving right up the ranks.鈥�

Find out if Alitis Investment Counsel can help you achieve your financial goals. Reach out in Campbell River at , in Victoria at , in the Comox Valley at in September 2022, and at . For more information, call 250-287-4933 or email info@alitis.ca.