Announcements
Check out our new ad running Jan 30 – Feb 10 on 97.3 the Eagle Radio Station.
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Mitchell Successfully Completes the CFA Program
If you missed the recent announcement in the local newspaper, Mitchell Prothman successfully completed the Chartered Financial Analyst (CFA) program this summer and has earned his CFA Charter. Congratulations!
The CFA designation is the most highly regarded designation in the global financial industry and the most difficult to obtain. To earn the CFA charter, candidates must master advanced topics such as equity and fixed income analysis, derivatives, alternative investments, portfolio management, and economics, along with passing a series of qualifying exams. Each exam requires hundreds of hours of study and, as a testament to its prestige and difficulty, only one in five people who begin the program ultimately earn the right to use the designation.
In addition to the curriculum, CFA Charterholders must adhere to the CFA Institute’s Code of Ethics and Standards of Professional Conduct, which requires clients’ interests to be placed ahead of their own personal interests and their employers, that they maintain independence and objectivity, act with integrity, and maintain and improve professional competence.
Today’s financial markets demonstrate just how important it is to have a qualified, experienced and committed portfolio management team. We are proud to now have to have two CFA Charterholders on staff.
Alitis Investment Counsel celebrates Small Business Week in Campbell River, October 16 – 22, 2011.
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Alitis joins the Portfolio Management Association of Canada
Established in 1952, the Portfolio Management Association of Canada (“PMAC”) is a forum for portfolio management firms to share best practices and industry knowledge. Over the years, the Association has evolved to be an active voice in Ottawa and with provincial securities commissions on issues that impact investors and their investment managers.
PMAC currently represents over 150 portfolio management firms that manage total assets in excess of $750 billion on behalf of millions of high net worth and institutional investors.
PMAC’s mission is to advocate the highest standards of unbiased portfolio management in the interest of investors served by members. The objectives of PMAC are:
- To advocate Members’ views to securities regulators and other government agencies,
- To increase public awareness of independent portfolio management and its benefits,
- To provide valuable business services to Members, and
- To provide a forum for Member networking.
PMAC pursues its mission and objectives through various activities including:
- Annual Conference & regular seminars,
- Networking events with peers,
- Surveys on operational, compliance and best practice issues,
- Government submissions,
- Sharing member developed/legally vetted templates, policies & standards, and
- Offering quality insurance coverage to the benefit of member firms, their employees and clients.
Please feel free to visit their website to learn more about the Portfolio Management Association of Canada.
Community Involvement
Alitis joins the Casual Friday’s for Cameryn’s Cause
Alitis has joined the Casual Friday’s for Cameryn’s Cause program benefiting the local charity. Cameryn’s Cause For Kids Society was started by the Harris family to honour the courageous life of their daughter, Cameryn, who passed away from a SPNET brain tumour at the age of three. The Society offers families a place to turn to help ease some of those financial concerns encountered while dealing with a child’s health crisis. Cameryn’s Cause also provides information and suggests alternative avenues for families to access other means of financial and emotional assistance.
To learn more about this wonderful charity please visit their website at:
http://www.camerynscause.com/index.html
Alitis Supports the 6th Annual Campbell River Community Foundation Golf Tournament
Alitis Investment Counsel – Platinum Sponsor for the 6th annual Campbell River Community Foundation Golf Tournament, helping the Foundation raise $100,000. This helped the Campbell River Community Foundation reach the $1,000,000 mark, all earned income is put back into the community to benefit its members on a perpetual basis. “We were overwhelmed with the response from our business partners when we reached out to ask them to support this event; we are grateful for their support.” – Terry Gwilliam, Vice-President of Alitis and Member of the Board of Directors for the Campbell River Community Foundation. Alitis sponsored hole 7 with Associated Tires and Auto, providing a Hawaiian experience for all golfers; becoming a hit early on giving golfers a brief break from the rainy weather!
Alitis wins corporate jingle as part of their support for the recent Quadra Choir concert
Alitis Investment Counsel won the “Friends of Quadra Singers” draw at a recent concert. This prize included a written and recorded brief musical advertisement by the quartet “Quadra Voce.”
Click the play button below to listen to the jingle prepared for Alitis.
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