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ARE YOU READY FOR THE NEXT CORRECTION?

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 4 th largest and 5 th longest since 1928

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ARE YOU READY FOR THE NEXT CORRECTION?

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  1. 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.

  2. HAS THE MARKET PEAKED? • This advance is the 4th largest and 5th longest since 1928 • Markets increasingly similar to 2007/2008

  3. HAS THE MARKET PEAKED? • America’s Federal Reserve announced end of quantitative easing– Oct! • Interest rates to rise • American election

  4. HAS THE MARKET PEAKED? • This time is different!?

  5. MULTI - ASSET APPROACH Traditional Balanced Fund Alitis’ Multi-Asset Approach

  6. PORTFOLIO MANAGER • Your own pension-style solution: • Access to a broader range of investments • Efficiency • Fairness

  7. PORTFOLIO MANAGER • PRIMARY ADVANTAGES: • Access to broader range of investments • Discretionary Management

  8. Cecil Baldry-White, CIM, CFP President & CEO Terry Gwilliam, FMA, FCSI VicePresident, Director Kevin Kirkwood, CFA, MBA Chief Investment Officer Chief Compliance Officer Rod Burylo, CIM, CFP Vice President of Business Development Mitchell Prothman, CFA, CFP Portfolio Manager Emily Hovey, CFP Portfolio Manager Alitis is licensed as a Portfolio Manager in BC, Alberta, Manitoba, and Saskatchewan, and as an Investment Fund Manager in BC.

  9. How do you benefit? • Better risk adjusted returns • Access to alternative assets • No sales commissions or DSC • Excellent level of client reporting • Discretionary management

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