Investment Planning Counsel

Alitis Investment Counsel Inc, located in Campbell River, BC, specializes in providing innovative investment solutions primarily for affluent families and individuals nearing retirement, as well as business owners and professionals focused on wealth building. Established in response to the 2008 financial crisis, Alitis aims to offer financial opportunities typically reserved for the ultra-wealthy, managing over $490 million in private client assets with a significant allocation to alternative investments. The firm prides itself on its dedicated team of experienced advisors and portfolio managers who work closely with clients to develop personalized investment strategies that align with their goals. Alitis also supports investment advisors by providing tailored solutions to meet the diverse needs of their clients. Generated from the website

TD Small Business Banking, represented by Account Manager Ivy Seney in Courtenay, BC, is dedicated to addressing the diverse banking needs of small businesses through tailored services and expert guidance. By building strong relationships with clients, the TD team helps them navigate financial solutions that support their unique goals and foster business growth. Clients benefit from a range of offerings including small business accounts, credit cards, cash flow solutions, and innovative cheque deposit options. TD Small Business Banking focuses on equipping entrepreneurs with essential tools and strategies that enhance their ability to succeed in a competitive marketplace. Generated from the website

Mindset Wealth, a locally owned office of iA Private Wealth Inc., is recognized as one of Canada's premier independent investment advisory teams. They focus on developing strong relationships with clients, helping them identify their financial goals and create tailored plans to achieve long-term success. Emphasizing the importance of investor behavior over market fluctuations, Mindset Wealth adopts an investment coaching philosophy to keep clients aligned with their objectives. Their commitment to community involvement and volunteerism reflects their belief in giving back as an integral part of financial well-being. Generated from the website