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?