Whether you’re an investing pro or are just starting out, we have options for you with an investment professional.
Long-term, short-term and everything in between: AimStar has the right mix of accounts to help you reach your saving and investing goals.
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AimStar’s investment professionals can set you on the right course – and they can meet in-person or online.
No matter your investment goals, we have the right mix of products to help you reach them. Once you’ve figured out your investment goals, you can choose which products you’d like to hold in your accounts.
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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 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.
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.
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.
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.
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.
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 Capital Group investment products research teams cover, Stocks, Bonds, ETFs, Mutual funds, Commodities, REITS, Private Equities, and other alternative investments.
Different products works for different situations
AimStar offers a full selection of Canadian Investment Accounts, including:
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 (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 (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 (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.
Our wealth management planning process takes a holistic approach, aiming to provide personalized solutions for each client’s individual needs.
The first step in wealth management is to conduct research and gather information of our client’s financial goals, needs, and risk tolerance. This could involve reviewing the client’s financial statements, investment portfolios, and tax returns, as well as conducting meetings and surveys to gather additional information.
Based on the information gathered in the research phase, we can develop a comprehensive financial plan that outlines out client’s goals, investment strategy, risk management, and other key factors. The financial plan will be tailored to the client’s individual needs and circumstances.
Once the financial plan is developed, we will present the proposal to the client that outlines the recommended investment strategy, fees, and other key details. The proposal will be clear, concise, and easy to understand.
After the client approves the proposal and financial plan, we can then manage the client’s investment account, which may involve buying and selling stocks, bonds, mutual funds, and other securities. We will closely monitor the client’s account to ensure that it aligns with the financial plan and the client’s goals.
We will regularly analyze the performance of the investments and make adjustments as needed. This could involve rebalancing the portfolio, diversifying investments, or adjusting the risk level based on market conditions.
We are providing regular reports to the client that outline the performance of the investments, fees charged, and other key details. The report should be easy to understand and provide the client with a clear picture of their investment portfolio and progress towards their financial goals.
Ready to build your ideal portfolio? Our expert advisors are here to create a personalized wealth plan tailored to your goals—let’s start today!