Total Wealth Solution

AimStar provides continuous monitoring and management of all clients’ investment portfolio. We focus on building a long-term relationship with clients by overseeing their investment strategy and making investment suggestions based upon their goals. This next-level service is designed to ensure that the client’s investment portfolio remains aligned with their financial goals, risk tolerance, and changing market conditions.

Portfolio Monitoring

Our investment advisors regularly monitors the client’s investment portfolio to assess its performance, review asset allocation, and risk exposure. Our trained professionals keep track of market trends, economic factors, and other variables that may impact the portfolio’s performance.

Rebalancing and Adjustments

Given AimStar’s Continuous market monitoring, our registred investment advisor may recommend periodic adjustments, or rebalancing, of the portfolio to maintain the desired asset allocation and risk level.

This involves selling (or buying) of specific investments to bring the portfolio back in line with the target allocation.

Performance reporting

Our management team and registered advisors will provide regular performance reports to the client, summarizing the portfolio’s performance over a specific period.

These reports typically include details about investment returns, asset allocation, and any changes made to the portfolio.

Investment Recommendations

As part of the next-level investment continuing service, AimStar’s investment advisor may make investment recommendations or suggest changes to the portfolio based on market conditions, investment opportunities, or the client’s evolving financial goals and circumstances.

These recommendations are aimed at optimizing the portfolio’s performance and aligning it with the client’s objectives.

Client Communication and Support

At AimStar, our investment professionals will always maintain regular communication with the client to discuss the portfolio’s performance, address any concerns or questions, and provide updates on market trends and investment strategies.

Investment Follow-up Services

Based on the Client’s investment objective and time horizon, AimStar conducts regular investment situation analysis and market interpretation services.

We will have sufficient conversations with clients to understand if there are any changes in their asset allocation and optimize their overall investment planning.

Retirement Planning

AimStar plays an important role in helping clients to create a successful retirement planning.

Helping clients in achieving their investment goals for retirement by developing and implementing customized strategies. Retirement planning now encompasses more than just finances, considering life transitions, family matters, health, and emotions.

Tax Planning

Aimstar develops unique tax planning strategies for all investors based on their needs.

Canada has a robust and complex tax system, we discuss various tax saving strategies while providing investment services to our clients.

We work with tax professionals to incorporate the right tax knowledge into the overall investment planning, and we help our investors grow their assets more effectively over the long term through the strategy.

Trust and Estate Planning

AimStar provides tailored estate planning and trust services, working with clients to achieve their goals and ensure continuity in changing circumstances.

Trusts can protect loved ones with stable income, while comprehensive estate planning enables smooth, tax-efficient wealth transition.

Working with AimStar’s knowledgeable team of professionals can help ensure your financial affairs and the estate are securely managed now and in the future, giving you and your family enduring peace of mind.

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

Cash (CAD/USD) accounts

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TFSA Account

RRSP, LIRA Account

RESP Account

Our Service

Private Investment Counsel

Goals-based approach Investment portfolio Tailoring Rigorous investment manager selection Disciplined asset allocation and re-balancing IPO/Investment banking Global scale and reach Consolidated reporting

Risk and Financial Planning

Customized insurance designing Education Funding Strategies Retirement income and investment planning Tax and Estate planning Private company advisory services Family Foundation / Trust considerations, set-up, and supervision

Private Event

Investment Annual Conference Private Wealth Invitation-Only events 24-Hour Private Healthcare Solutions

Investment services are offered by AimStar Capital Group Inc.

Insurance services are offered by AimStar Insurance Inc.

Tax & Estate Services are also offered by AimStar Insurance Inc.

AimStar Private Wealth Invitation Only events including but not limited to Advisory services for real estate, art collections, private yachts, hedge fund portfolios, and more.

24-Hour Private Healthcare Solution: Service Scope Determined by a Third Party, Independent of Aimstar Capital Group Inc.

Tailored Wealth Solutions

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