Services
DISCRETIONARY PORTFOLIO MANAGEMENT
Alitis Investment Counsel Inc. offers a complete range of investment management services for families, corporations, trusts, endowments, foundations and pension funds.
Our competitive, tiered fee structure is designed to attract individual, ultra high net worth and institutional clients.
Fees on Portfolios(*)
| Pools | SMAs | |
|---|---|---|
| on the first $1 million | 1.10% | 1.60% |
| on the next $1.5 million | 0.90% | 1.30% |
| on the next $2.5 million | 0.70% | 1.00% |
| on amounts over $5 million | 0.50% | 0.90% |
RETIREMENT PLANNING
Our Portfolio Managers and Strategic Partners have the financial planning credentials and experience required to assist families with all levels of planning. We offer basic planning services that are relevant to our Investment Management Process as a courtesy to our clients.
For clients or corporations seeking in-depth planning with comprehensive written plans, we offer custom-tailored fee for service planning.
The following services are provided by Alitis Insurance Services Inc. which is a separate entity from Alitis Investment Counsel Inc.
INSURANCE & WEALTH PRESERVATION STRATEGIES
In addition to Investment Management, Alitis Investment Counsel Inc. and our affiliated company, Alitis Insurance Services Inc., offer financial planning, tax & estate planning, corporate & business succession planning and a complete range of insurance services.
Drawing on the specialized skills of our hand-picked strategic partners, Alitis is able to offer our clients a comprehensive regime of family and corporate planning.
An Alitis Portfolio Manager or Private Client Manager will quarterback the planning process and ensure that chosen strategies dovetail with our investment management process.
FINANCIAL PLANNING FOR FAMILIES & CORPORATIONS
Using our in-house Insurance Specialists in conjunction with strategic partnerships with lawyers and Chartered Accountants who are qualified Trust & Estate Practitioners (TEP’s.) We have the resources to help high net worth families and corporations minimize taxes and achieve their specific objectives – regardless of how complex the issues.
Through our associated company, Alitis Insurance Services Inc., we offer complete insurance services for families, professionals and corporations. With experienced, life insurance-licensed associates on staff we are able to assist with all of your insurance and wealth preservation needs including:
- Low-cost mortgage insurance
- Family life insurance plans
- Disability and Critical Illness insurance
- Pension Maximization strategies
- Corporate Buy-Sell insurance
- Corporate Tax-Free Estate Planning strategies
The following services are provided by Sustainable Family Wealth Partners Inc. which is a separate entity from Alitis Investment Counsel Inc. and Alitis Insurance Services Inc.
ADVANCED TAX, ESTATE & BUSINESS SUCCESSION PLANNING
Alitis is pleased to be able to offer comprehensive planning for business owners and other high net worth families through our strategic alliance with Sustainable Family Wealth Partners Inc. This wealth planning services firm was founded by Aileen Collings, CA, CFP, TEP and Lisa Collins, QC, TEP, two of Canada’s most experienced and accomplished wealth planners.
In our experience, families with more complex business and financial affairs need an overarching plan that encompasses their complete picture and reflects their own personal goals and objectives.
Through their Strategic Wealth Planning Program, Aileen and Lisa “partner” with business families to help them plan and design their financial future, for themselves and for generations for come.
They dig in and learn about the family’s special situation, and goals and objectives. Their backgrounds in wealth planning, accounting and law and their many years working with business owners means they have the experience and expertise to recognize and understand the existing situation, and identify issues and opportunities. They create a customized and comprehensive Wealth Plan that outlines steps the family should be taking. It integrates elements of financial planning, business planning and structuring, tax planning and estate and succession planning. The Wealth Plan then provides the frame work that can be used to bring together the various services and expertise that the family needs.
Aileen and Lisa work closely with us, to integrate this planning with the management of your investments.
For more information about Sustainable Family Wealth Partners Inc, their Strategic Wealth Planning Program and stories of families they have worked with, please see their website at:
www.sustainablefamilywealth.com
If you are interested in learning more about this Strategic Wealth Planning Program please let us know and we can arrange a complimentary Strategy Session with Aileen and/or Lisa.
Footnotes:
(*) There may be a performance fee if specific ‘hurdle rates’ are achieved; please speak with an Alitis Portfolio Manager for more details.
