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Alitis Investment Counsel Inc.

Address

106 - 1990 Fort St.
Victoria, British Columbia V8R 6V4
(250) 287 - 4933
Toll Free: (800) 667 - 2554
info@alitis.ca
www.alitis.ca

Principal Contacts

Cecil Baldry-White
Chief Executive Officer
Tel: (250) 287 - 4933
cbaldrywhite@alitis.ca

Kevin Kirkwood
Chief Investment Officer and Chief Compliance Officer
Tel: (250) 287 - 4933
kkirkwood@alitis.ca

Client Minimums

Private: $100,000
Institutional: $100,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia*
  • Manitoba
  • Ontario
  • Saskatchewan

* indicates a physical location in this province

Firm History

Alitis Investment Counsel Inc. is designed to enable better management of clients’ portfolios in today’s ever-changing investment landscape.  Although the firm was only founded in 2009, our principals’ history in the financial industry dates back nearly 25 years.  Alitis manages approximately $260 million on behalf of high net worth individuals, corporations, pension funds, nonprofit organizations, endowments & foundations.

Investment Philosophy

Alitis’ investment approach combines academic theory with informed market judgment, as history has shown that the most successful investors are the ones who are open-minded and innovative.  We believe that in order to build the most efficient portfolio for a given level of risk, investors need to make an allocation to “alternative investments” and not just to traditional stocks, bonds, and cash.

Alitis follows a conservative investment style in an effort to protect clients’ capital.  Portfolio construction begins by setting a long-term strategic asset allocation utilizing a broader range of asset classes.  Shorter-term tactical shifts between asset classes, and within asset classes, are then made in order to capture market opportunities or to avoid unnecessary market risks.

With almost 90 years of collective investment experience and a solid track record of guiding families through their wealth accumulation and retirement years, the Alitis team is well qualified to help your family protect and safely grow your wealth.

Investment Options

The majority of our clients’ assets are invested in the five pooled investments Alitis currently manages:

  • Alitis Strategic Income Pool

  • Alitis Income & Growth Pool

  • Alitis Growth Pool

  • Alitis Mortgage Plus Pool

  • Alitis Private REIT

  • Alitis Private Real Estate Limitde

Separately-Managed Accounts and other individual investments are available as well.

Reporting & Communications

Portfolio managers meet with clients annually, at a minimum, to review their financial needs. Monthly statements are available online to clients who have subscribed to web portal access and quarterly statements for those who prefer hardcopy versions. These statements provide greater detail as to the makeup of your portfolio, including proportional holdings of the investments held inside the Alitis Pools.