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We offer advice.
Customized, professional, wealth management advice.
With our team of specialists, we uncover what's most important to you.
Then we work together to help set and achieve financial goals for every stage of your life.
Whether your objective is to save for retirement, grow a business, generate income, or help with a child's education, we will create a total wealth management plan that considers:

You + Your Family + Your Goals + Your Wealth
= Life Well Planned

The AimStar Insights

FINANCIAL INSIGHTS

AIMSTAR FINANCIAL INSIGHTS – September 16, 2024

Vikki Zhao PUBLISHED September 16, 2024, 10:00 AM EST. 6 min read   Worst Weekly S&P 500 Performance Since March ’23: Following a strong rally from early August lows, the S&P 500 lost momentum just below previous highs. A mix of volatility in AI/Tech, rotation into underperforming sectors, softer economic

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FINANCIAL INSIGHTS

AIMSTAR FINANCIAL INSIGHTS – September 9, 2024

Vikki Zhao PUBLISHED September 9, 2024, 5:00 PM EST. 6 min read   The S&P 500 has recently seen a strong rally from early August lows but is now facing resistance at previous highs and testing support around its 50-day moving average. Despite some volatility, underlying market strength, such as

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FINANCIAL INSIGHTS

AIMSTAR FINANCIAL INSIGHTS – September 2, 2024

Vikki Zhao PUBLISHED September 2, 2024, 5:00 PM EST. 6 min read   While the recent performance of the cap-weighted S&P 500 appears calm, with the index consolidating in a tight pattern under resistance, there’s significant activity beneath the surface. A sharp change in leadership tone is evident.  The Tech/AI

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FINANCIAL INSIGHTS

AIMSTAR FINANCIAL INSIGHTS – August 26, 2024

Vikki Zhao PUBLISHED August 26, 2024, 5:00 PM EST. 6 min read   The S&P 500 has experienced a notable rally, gaining 8% over the past eight consecutive days, marking its longest winning streak this year. The index broke above its 50-day moving average resistance, supported by strong advancing volume,

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FINANCIAL INSIGHTS

AIMSTAR FINANCIAL INSIGHTS – August 19, 2024

Vikki Zhao PUBLISHED August 19, 2024, 5:00 PM EST. 6 min read   Market sentiment is shifting, leading to increased volatility during a typically slower period, but the overall uptrend for the S&P 500 remains intact. Despite some volatility and a brief dip below support levels, if these supports hold

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The AimStar Process

Goals

Defined with your investment counsellor.

Risk / Return

Determined with your investment counsellor.

Asset Mix

BDesigned by the AimStar Multi-Asset Solutions Team (MAST).

Portfolio

Personalized construction by your investment counsellor.

Investment Managers

Continuous Investment Monitoring and Rebalancing by your Investment Counsellor.

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AimStar also utilizes its cultural expertise to create customized investment solutions and asset allocation for clients from diverse backgrounds. We promote innovation, integrity, and teamwork to pursue clients’ interests in a fair and transparent manner.

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