ARE YOU READY FOR THE NEXT CORRECTION?
WHAT EVERY INVESTOR NEEDS TO KNOW TO PREPARE FOR THE INEVITABLE,
PROTECT THEIR ASSETS, AND ULTIMATELY BENEFIT FROM MARKET
UNCERTAINTY.
HAS THE MARKET PEAKED?
• This advance is the 4th largest and 5th
longest since 1928
• Markets increasingly similar to 2007/2008
HAS THE MARKET PEAKED?
• America’s Federal Reserve announced
end of quantitative easing – Oct!
• Interest rates to rise
• American election
HAS THE MARKET PEAKED?
• This time is different!?
Traditional Balanced Fund Alitis’ Multi-Asset Approach
Equities
Fixed Income
Equities
Real Estate Commodities
Fixed Income
Private DebtHedge Funds
MULTI - ASSET APPROACH
PORTFOLIO MANAGER
Your own pension-style solution:
• Access to a broader range of
investments
• Efficiency
• Fairness
PRIMARY ADVANTAGES:
• Access to broader range of investments
• Discretionary Management
PORTFOLIO MANAGER
Capabilities Dealing Representati
ve
Life Agent
MFDA Adviser
IIROC Adviser
Portfolio Manager
Discretionary Authority
Fee flexibility
Securities (Stocks, bonds ,
options etc.)
Mutual Funds
Segregated Funds
Exempt Securities
Qualifications Exempt Market License
Life License
Mutual Funds
License
Securities License
CIM or CFA
Cecil Baldry-White, CIM, CFP
President & CEO Kevin Kirkwood, CFA, MBA
Chief Investment OfficerChief Compliance Officer
Mitchell Prothman, CFA, CFP
Portfolio ManagerEmily Hovey, CFP
Portfolio ManagerRod Burylo, CIM, CFP
Vice President of Business Development
Terry Gwilliam, FMA, FCSI
Vice President, Director
Alitis is licensed as a Portfolio Manager in BC, Alberta, Manitoba, and Saskatchewan, and as an Investment Fund Manager in BC.
• Better risk adjusted returns
• Access to alternative assets
• No sales commissions or DSC
• Excellent level of client reporting
• Discretionary management
How do you benefit?
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