AimStar 2024 Annual Review: A Year Under the Stars

Positioned at the Starlit Crossing and reflecting on the year 2024, we diligently upheld our commitment to excellence, consistently delivering comprehensive and superior financial services to our clientele. Throughout the year, our journey was marked by continuous advancement, strategically expanding our operational scope. Below are six key highlights that encapsulate AimStar’s endeavors throughout 2024:

Harvesting the Stars

2024 was a year of abundant achievements for AimStar, the only Chinese-owned full-service securities brokerage in Canada with dual licenses (CIPF & IIROC). We were honored with the prestigious Wealth Professional award for The Best Wealth Management Firms in Canada | 5-Star Wealth Management Firms, recognizing AimStar’s meaningful and substantial contributions to the financial services industry.

A Constellation of Opportunities

The year kicked off with the grand opening of AimStar Capital Group Inc.’s Vancouver branch, marking a new chapter in financial services on the West Coast. CEO Kevin Cao emphasized the significance of the Vancouver Chinese community, expressing his keen desire to enhance the financial product investment experience and strengthen the concept of overall asset allocation for the community through AimStar.

Stellar Innovations

The launch of AimStar’s My Portfolio+ system represents our commitment as an independent boutique full-service securities broker to prioritize fiduciary responsibility and client experience. The integration of NBIN’s system provides both new and existing clients with an enhanced service tracking system, allowing for a clear and comprehensive view of their investment portfolios, tax statements, and reports.

Navigating the Stars

2024 was destined to be a stellar year. Following the establishment of the Capital Markets Department, AimStar made significant strides, notably assisting Reitar Logtech Holdings Limited (RITR) in its successful Nasdaq listing in September 2024. Additionally, AimStar provided a suite of comprehensive capital market financial services to numerous global enterprises across Canada and the US, including financial underwriting, due diligence, and valuation services.

Journey Through the Stars

The AimStar Charity Golf Tournament also concluded in the summer of 2024. As a finance company committed to giving back to the community, the event successfully raised over $5,000 for Markham Stouffville Hospital. Mayor Frank Scarpitti of Markham expressed his gratitude for AimStar’s sense of social responsibility.

Dazzling Achievements

2024 was a year of rapid development for AimStar, welcoming many changes and opportunities. The full scope and compliance of our dual licensing attracted more professionals to the financial industry, and both the AimStar Toronto and Vancouver wealth management teams saw rapid growth

In 2024, AimStar also diversified its asset allocation strategies and expanded its product range, increasing allocations in cash equivalents, including GICs, structured products, North American stocks, bonds, ETFs, mutual funds, financial derivatives, and even primary market opportunities like private equity, hedge funds, preferred stocks, and private real estate funds.

In a highly volatile market, AimStar stood out for its low management fees, high liquidity, and flexibility.

As a financial services firm with Chinese roots, we firmly believe that compliance, professionalism, and security are paramount in our service delivery, transparency is the robust bridge between us and our clients, and customized service puts client interests first, as we believe that our clients’ success is our success.

As we step into 2025, it’s as if a new game is set on the chessboard.

AimStar’s mission remains clear: to provide clients with premium financial services.

Published by  Vikki Zhao

Jan 07  2025, 16:00 PM EST. 5 min read

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