AimStar Capital Group Inc. Announces Strategic Partnership with National Bank Independent Network, Launches New MyPortfolio+ System

AimStar Capital Group Inc., a premier independent securities dealer known for its innovative financial solutions, is excited to announce a strategic partnership with National Bank Independent Network (NBIN). This collaboration marks the launch of the MyPortfolio+ system, an advanced platform designed to enhance transparency and investment management for clients.

Overview of National Bank Independent Network (NBIN)

NBIN, renowned as Canada’s leading provider of custody and brokerage solutions, serves over 400 independent investment firms nationwide with assets under administration exceeding $300 billion. Their comprehensive suite of services equips independent investment firms with cutting-edge technology for trade execution, client management, and regulatory compliance, thereby laying a foundation for enhanced client servicing and operational efficiencies​.

Strategic Alignment with AimStar’s Objectives

AimStar, distinguished by Wealth Professional Canada as a 5-Star Wealth Management firm, strategically selected NBIN to augment its service capabilities across Ontario and British Columbia. This collaboration leverages NBIN’s established infrastructure and regulatory expertise to expand AimStar’s extensive financial services, which span wealth management to capital market activities. AimStar is the only Chinese-owned full-license securities brokerage in Ontario affiliated with both CIRO and CIPF, dedicated to serving the Sino-Canadian community. Their innovative approach is exemplified by their diverse offerings in structured notes, segregated funds, and exclusive investment products, continuously evolving to meet the dynamic needs of their clientele​.

Innovative Client Service through MyPortfolio+

The introduction of MyPortfolio+ by AimStar marks a significant advancement in integrating sophisticated digital solutions within the financial sector. Enhanced by NBIN’s robust systems, this platform offers AimStar’s clients round-the-clock access to their investment portfolios, tax statements, and personalized financial reports. This initiative underscores AimStar’s commitment to transparency and client-focused innovation, providing a clear and comprehensive view of clients’ financial assets​.

As AimStar continues to expand its operations in key Canadian provinces and advance its financial solutions, it reinforces its reputation as a 5-Star Wealth Management firm committed to delivering superior financial services that cater to the diverse needs of its clients.

Jean-Michel Gosselin, Regional Vice President of Relationship Management & Business Development at NBIN noted, “National Bank Independent Network is proud to welcome AimStar Capital Group Inc. to the growing list of independent firms using their carrying broker services. Jason Chen, Head of Private Wealth Management at AimStar, added, “This alliance with NBIN enhances our capacity to offer real-time financial data and investment management solutions, significantly elevating our service quality.”

For more details about AimStar’s services and the new MyPortfolio+ system, please visit AimStar’s website.

Published by  Vikki Zhao

February 03, 2025, 15:00 PM EST. 10 min read

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