Every family鈥檚 financial journey is unique, shaped by differing goals, aspirations, and circumstances. Alitis believes it is paramount to take the time to listen, learn, and ask the right questions to garner a comprehensive understanding of each client鈥檚 financial landscape. With this knowledge, they can help you navigate the complexities of your financial journey, providing guidance and support every step of the way.

鈥淲e see our client relationships a little more like that of a family office. It鈥檚 a continuous relationship, not just a single-use or drop-in service,鈥� says Todd Blaseckie, CEO and Portfolio Manager at .

In fact, Portfolio Managers at Alitis often have the pleasure of working with multiple generations of a family. It may have started with grandparents at retirement age who connected their kids with Alitis as part of their estate planning. As the grandkids grow, Alitis may help them invest retirement savings or start growing the downpayment for a house. Add in contributions to the great-grandkids鈥� RESPs, and sometimes Alitis is helping four generations in the same family.

鈥淚t is a business, but the relationship between the client and the portfolio manager isn鈥檛 merely transactional. It鈥檚 more of a team environment, where the client, the portfolio manager and other professionals from Alitis bring different areas of expertise to achieve the same goal,鈥� says Aaron Robertson, Portfolio Manager and Head of Private Client. 鈥淭he client brings their life experience, their challenges and their dreams for the future 鈥� the more the portfolio manager knows about their client, the better job we can do.鈥�

Integrity, people, community

Relationship building happens in every client meeting, but Alitis Investment Counsel was also thrilled to host a client appreciation event in Campbell River鈥檚 Dick Murphy Park this June, where everyone had the opportunity to catch up outside the office.

鈥淚t was the first time in a long time that we were able to show our appreciation and visit in person. I think most wealth management companies talk about customer service, but this is the first place I鈥檝e seen that genuinely puts the client first,鈥� Robertson says.

Those who work with Alitis quickly appreciate the integrity and people-first approach from all staff members. From emails to water cooler chats to meetings with clients, those values stay consistent.

鈥淐ulture is something we literally work on every day. It is work, but we live and breathe it because we believe it鈥檚 that important,鈥� Blaseckie says. 鈥淚 think we all have good intentions, and having clear company values keeps everyone moving in the same direction.鈥�

Find Alitis Investment Counsel in Campbell River at , in the Comox Valley at ., in Victoria at , and online at . For more information, call 250-287-4933 or email info@alitis.ca.

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