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New year brings new opportunities to improve your financial health

Greet 2024 with confidence by reassessing your investments and estate plans
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Emily Hofmann, Portfolio Manager at Alitis Investment Counsel in Comox.

As we say goodbye to 2023, it’s likely no surprise that ‘improving finances’ has knocked ‘losing weight’ and ‘eating healthier’ from their usual top spots for New Year’s resolutions.

If this rings true for you, but you need a little help to get started, Portfolio Manager Emily Hofmann and Associate Portfolio Manager Shawn Fetter from Alitis Investment Counsel have a few timely ideas.

“Investment management and estate planning are two easy ways to set yourself up for success this year,” Hofmann says. “Setting aside time to thoroughly review your year-end performance reports and update your estate plan will help keep you on track to reach your own financial goals, while letting you rest easy knowing you’ve got your loved ones covered as well.”

Estate Planning

There’s a lot of confusion when it comes to estate planning, Fetter says. Alitis Wealth Planning provides a ‘whole picture’ approach to estate planning that takes everything into account, from recent changes in tax laws to potential pitfalls in blended families. The result is a rock-solid estate plan that allows everything to move quickly and seamlessly for your loved ones. Both Hofmann and Fetter are Certified Financial Planners through Alitis Wealth Planning.

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Shawn Fetter, Associate Portfolio Manager at Alitis Investment Counsel in Comox.

Investment Management

Many individuals are feeling uneasy as we leave the unpredictable 2023 financial environment and begin a new year that will likely remain turbulent. Yet the Portfolio Managers at Alitis Investment Counsel are taking it all in stride thanks to their innovative investment strategies that were born in the wake of the financial crisis in 2008.

While their Comox office is relatively new, Alitis itself was founded in 2009 and was designed to weather the inevitable market fluctuations, Hofmann says, noting their approach provides client portfolios with stability in volatile markets, while delivering better risk-adjusted returns.

Get a peek behind the scenes at how Alitis approaches Investment Management and Estate Planning this New Year and learn how they can help you reach your financial goals and secure your legacy. Join them on Thursday, Jan. 25 for an educational Introduction to Estate Planning Seminar at the Comox Community Centre from 2 to 3 p.m. and on Thursday, Feb. 1 for an Investing in Uncertain Times Presentation at Crown Isle from 2 to 3 p.m. Spaces are limited, so make sure to reserve your spot today.

Is the Alitis Approach right for you? Call 250-287-4933 or email info@alitis.ca to learn more. Find them in Campbell River at 101-909 Island Highway, the Comox Valley at 103-695 Aspen Rd., in Victoria at 1480 Fort St., or online at alitis.ca.

READ MORE from Alitis:

Investing for the future: Real estate’s potential in a growing Canada

Time on the market beats timing the market

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Join the Alitis Investment team on Feb. 1, 2024 for their special ‘Investing in uncertain times’ presentation.
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