Investment Advisory Services

achieve the
long-term investment objectives

At AimStar, our registered Investment Advisor provides professional services to assist individuals, organizations, or institutions in making informed investment decisions. These services are designed to help clients achieve their financial goals by providing the advice and guidance on investment strategies, portfolio management, and related financial matters.

At AimStar, we prioritize the investment goals of our clients by finding the most suitable investment portfolio solution taking into consideration the safety, liquidity, and return of both the individual investment, and how it affects the overall composition of your portfolio. Through a multi-strategy portfolio investment approach, active management, and our investment advisory services, AimStar is committed to keeping investors on the right track and achieving their investment goals over the long term.

Investment Strategy Development

Investment advisors assist clients in formulating investment strategies that align with their financial goals and risk tolerance. They evaluate different asset classes, such as stocks, bonds, mutual funds, real estate, and alternative investments, to construct a well-diversified portfolio. The investment strategy considers factors such as asset allocation, risk management, and investment time horizon.

Portfolio Management *

Our Investment Advisors provide ongoing portfolio strategy solutions to balance our clients’ investment portfolios. They monitor the performance of investments and suggest adjustments if/when necessary. AimStar advisors work with every client to optimize returns while managing risk based on the client’s investment objectives, risk tolerance, and investment time horizon.

*AimStar’s Portfolio Management consists of providing clients with potential investment strategies solely on a “non-discretionary” basis.

Investment Research and Analysis

At AimStar, We continuously research and analyze various investment opportunities to identify potential investments that align with our clients’ goals. We assess market conditions, economic trends, and individual investment options to make informed recommendations.

Risk Assessment and Management

AimStar’s professional team evaluate the risk profile of its clients and assists in managing that risk within their investment portfolios. It is an ongoing process within Aimstar to assess the risk tolerance of our clients and recommend appropriate investment strategies to balance potential returns with the level of risk clients are comfortable with.

Client Education and Communication

We strive to educate clients about investment strategies, market trends, and financial concepts. Our Registered advisors facilitate open and transparent communication with clients, keeping them informed about their portfolios’ performance, changes in investment strategies, and addressing any/all concerns or questions.

Fiduciary Responsibility

AimStar’s Registered advisors all have a fiduciary duty. Specifically, they are legally obligated to act in the best interests of their clients. They are required to provide advice that is unbiased and aligned with the client’s needs, putting the client’s interests ahead of their own.

AimStar offers a full selection of Canadian Investment Accounts, including:

Cash (CAD/USD) accounts

Choose the cash account that works best for you, be it individual, joint, or corporate. Mix and match your investments to build your portfolio across Canadian and US markets.

Cash, Stocks, Mutual Funds, Fixed income, GICs and ETFS are all available within one account.

Also, take advantage of our investment services, such as Dividend Reinvestment Plans (DRIPs) and Systematic Investment Plans (SIPs), to help you automatically build your portfolio.

TFSA Account

TFSA (Tax Free Saving Account), offers tax-free growth on investments. Unlike traditional savings accounts, the TFSA allows you to invest your money in various investment options such as stocks, mutual funds, and bonds without having to pay taxes on the interest, dividends, or capital gains earned on those investments.

Unused contribution room can be carried forward to future years, and withdrawals from the account do not count towards your taxable income.

It is important to note, there are certain rules and regulations governing the TFSA, so it’s important to consult with a financial advisor before opening an account or making any investment decisions.

RRSP, LIRA Account

RRSP (Registered Retirement Savings Plan) is designed to help individuals save for their retirement. Contributions made to an RRSP are tax-deductible, which means that you can reduce your taxable income by the amount of money you contribute.

The money in an RRSP can be invested in various investment options. The investments grow tax-free until you withdraw the funds, typically during retirement when your income is likely to be lower.

It’s important to note that there are penalties for withdrawing money from your RRSP before retirement, with the exception of the Home Buyers’ Plan (HBP) and the Lifelong Learning Plan (LLP), which allow you to withdraw funds for certain purposes without penalty.

RRSPs are a great way to save for retirement and reduce your taxes, but it’s important to consult with a financial advisor to determine the best investment options for your individual needs and circumstances.

RESP Account

RESP (Registered Education Savings Plan) is designed to help save for children’s post-secondary education.

Contributions made to an RESP are not tax-deductible, but the investment earnings within the account grow tax-free until they are withdrawn.

The government also provides certain incentives, such as Canada Education Savings Grant (CESG), which matches a portion of the contributions made to the account, up to a maximum of $500 a year per child.

When the beneficiary is ready to pursue post-secondary education, the funds can be withdrawn tax-free to pay for tuition, books, and other eligible expenses. If the funds are not used for education purposes, the investment earnings are subject to tax and a penalty.

*And other types of investment accounts help to achieve tax efficient and long-term investment goals.

AimStar offers a full selection of Canadian Investment Accounts, including:

Cash (CAD/USD) accounts

Choose the cash account that works best for you, be it individual, joint or corporate. Mix and match your investments to build your portfolio across Canadian and US markets.

Cash, Stocks, Mutual Funds, Fixed income, GICs and ETFS are all available within one account.

Also, take advantage of our investment services, such as Dividend Reinvestment Plans (DRIPs) and Systematic Investment Plans (SIPs), to help you automatically build your portfolio.

TFSA Account

Unused contribution room can be carried forward to future years, and withdrawals from the account do not count towards your taxable income.

RRSP, LIRA Account

The money in an RRSP can be invested in various investment options. The investments grow tax-free until you withdraw the funds, typically during retirement when your income is likely to be lower.

RESP Account

RESP (Registered Education Savings Plan) is designed to help save for children’s post-secondary education.

Contributions made to an RESP are not tax-deductible, but the investment earnings within the account grow tax-free until they are withdrawn.

*And other types of investment accounts help to achieve tax efficient and long-term investment goals.

Check out our investment products

AimStar Capital Group investment products research teams cover various investments

Stocks

North Americans Major Exchange-listed public traded companies’ stocks, PE/VC/IPO

Bonds

Treasury bonds, corporate bonds, or bond-type fund products

ETFs

Including major global asset management’s companies ETFs (Vanguard，Blackrock，State Street，Invesco, etc.)

Stocks

North Americans Major Exchange-listed public traded companies’ stocks, PE/VC/IPO

Bonds

Treasury bonds, corporate bonds, or bond-type fund products

ETFs

Including major global asset management’s companies ETFs (Vanguard，Blackrock，State Street，Invesco, etc.)

Mutual Funds

Selected public fund products of all types. Easily and efficiently manage an overall portfolio of stocks, bonds and other securities.

Mutual Funds

Selected public fund products of all types. Easily and efficiently manage an overall portfolio of stocks, bonds and other securities.

Commodities

Commodities including Precious Metals, energy resources, agricultural products, and industrial metals.

Alternative Investments

Alternative Investments provide an additional set of tools to enhance the diversification of the portfolio.

Tailored Wealth Solutions

Our wealth management planning process takes a holistic approach, aiming to provide personalized solutions for each client’s individual needs.