About AimStar

Simple Solutions for the Sophisticated World

AimStar Capital Group Inc. is a Canadian full-service Investment Dealer and recognized as a Wealth Professionals 5-star Wealth Management Firm for 2024.

As an independent firm, AimStar offers a wide range of financial services for individual and institutional clients. It is committed to providing unbiased investment advice and is dedicated to clients’ needs, helping them achieve their financial goals.

AimStar Capital Group Inc. is a Canadian Investment Dealer under the Canadian Investor Protection Fund (CIPF); and a member of the Canadian Investment Regulatory Organization (CIRO).

Bespoke solutions for your evolving needs

Our comprehensive solutions are tailored to your evolving needs, providing you with peace of mind to help you confidently navigate through your wealth complexities.

Exclusive Investment Products

Access to all securities products, structured notes, Private Equity and Private credit and other high-net-worth-specific offerings.

Wealth Management

Tailored strategies to grow and protect your wealth.

Insurance Solutions

Customized insurance plans designed to safeguard your assets and provide peace of mind.

Tax Planning

Expert strategies to reduce tax liabilities and maximize efficiency.

Retirement Planning

Comprehensive retirement solutions to help secure your future.

How We Differ from Traditional Banks

At AimStar, we differentiate ourselves from traditional banks through four key principles that shape the foundation of our business:

Safety & Security

At AimStar, client assets are held in a segregated environment, ensuring full protection under IIROC regulations and the Canadian Investor Protection Fund (CIPF). We provide exclusive protection against losses in case of a dealer’s insolvency, safeguarding client investments.

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While banks also offer secure environments, their asset protection policies may vary, and clients often lack clear visibility into the segregation of assets.

Compliance & Expertise

As a licensed IIROC dealer, we adhere to the highest regulatory standards. Our focus is on meeting the specific needs of high-net-worth clients with custom-tailored investment strategies and products. Our team includes industry veterans with deep expertise in financial markets.

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Banks are also heavily regulated, but their services tend to be more generalized, designed to cater to a mass market, which can limit personalization and flexibility for affluent clients.

Exclusivity & Customization

We specialize in offering unique investment products not readily available at traditional banks, such as structured notes, segregated funds, and tailored wealth management services. This ensures that our high-net-worth clients receive solutions specifically designed for their financial goals.

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Banks often offer standard products that may lack the customization and flexibility needed by affluent individuals, limiting access to high-level financial instruments tailored to wealthier clients.

Transparency & Client-Centric Approach

Transparency is a core value. We offer clients full visibility into their accounts, fees, and investment performance through our digital platform. Clients can access their portfolios, tax statements, and reports at any time through MyPortfolio+.

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While banks provide online banking, there may be less transparency around the fees and performance of investment products. Their services tend to be less tailored, and clients often find themselves navigating complex fee structures.

Goal Planning Monitoring Investing

The AimStar portfolio construction and allocation is based on the needs, risk tolerance, and time horizon for each client. Our Goal Planning Monitoring (GPM) questionnaire gives us a baseline to determine where you land on the curve; whether it be a low-risk tolerance investor focused on capital preservation, a high-risk investor, or somewhere in between.

The History of AimStar

AimStar Group Founded in 2022, parent company to AimStar Capital Group Inc. (Investment Dealer), AimStar Insurance Inc.

Management Team Began Mutual Fund Dealer Operations

Before the founding of AimStar, the core management team began managing a mutual fund dealer, gaining valuable experience in the financial services industry and building a foundation for future growth.

AimStar Group Founded

AimStar Group was officially established in 2022, with two key subsidiaries:

AimStar Capital Group Inc.: An IIROC-regulated investment dealer.
AimStar Insurance Inc.: Specializing in insurance solutions for high-net-worth clients.

Expansion of Product Offerings

In 2023, AimStar Capital Group expanded its product portfolio to include structured notes, segregated funds, and exclusive investment products, enhancing its service offerings.

Launch of MyPortfolio+ Client Portal

AimStar introduced the MyPortfolio+ platform, offering clients 24/7 access to account information, statements, and personalized reports, further enhancing transparency and client service.

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Features & Benefits

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Regular Investment Committee’s meeting

AimStar's Investment Committee’s Meeting will regularly discuss investment strategies and how to manage the investment risk and return

Regular Investment Industry Research

AimStar regularly conducts comprehensive analyses of common industries based on current economic conditions and the investment market.

Multi-Factor Investment Model

Based on client’s different investment objectives and risk tolerances. AimStar develops a multi-factor investment model to standardize asset allocation in a scientific way.

Asset Allocation Rebalance

AimStar's asset allocation rebalance is a process of adjusting and trading using automated asset allocation system.

Integrity

AimStar take "integrity" as the basis of business development

Professionalism

AimStar take "professionalism" as the foundation of customer service

Innovation

AimStar take "Innovation" as the key to the company's sustainable development

We Create Brand New Corporate Identities

Our Vision

To be a leading and trusted financial institution in Canada.

Our Mission

To help our clients build their future and achieve a better life through Integrity and professional financial services.

Our Commitment

AimStar take “integrity” as the basis of business development, “professionalism” as the foundation of customer service, “Innovation” as the key to the company’s sustainable development.

Meet Our Team

AimStar Capital Group‘s team is made up of professionals from various financial industries in North America, including top-tier Hedge funds, publicly traded securities firms, and the big accounting firms.

Simple Solutions for the Sophisticated World

Bespoke solutions for your evolving needs

Exclusive Investment Products

Wealth Management

Insurance Solutions

Tax Planning

Retirement Planning

How We Differ from Traditional Banks

Safety & Security

Compliance & Expertise

Exclusivity & Customization

Transparency & Client-Centric Approach

Goal Planning Monitoring Investing

The History of AimStar

Features & Benefits

Full Grid with icon text

Icon & content box style

Fill body content box

Regular Investment Committee’s meeting

Regular Investment Industry Research

Multi-Factor Investment Model