Tony Yuan

Head of Products and Strategy Vice President

CIM®

Head of Products and Strategy
Vice President

Ontario, Canada

Tony Yuan

CIM®

Head of Products and Strategy
Vice President

Tony Yuan is the Vice President and Founder of AimStar Capital Group Inc. He holds a Master’s degree in Statistics and Actuarial Science, graduated as the Gold Medalist from the Western University. Tony Yuan plays a pivotal role in the company’s development and success. Leveraging his expertise and experience, he is dedicated to providing exceptional investment advisory and wealth management services to clients. Tony leads the team in building and developing the best products research and investment strategies for the Investment Advisor and the clients. With extensive experience in the financial industry and a strong academic background, Tony is a distinguished leader. He places great emphasis on professional development, holding relevant certifications and continuously expanding his knowledge and skills to better serve Investment Advisors and clients.

Experience

Licenses & certifications

Chartered Investment Manager (CIM®)

Skills & Services

Education

Master of Science in Statistics from Western University Western University

Bachelor of Science from Western University

Languages

English

Mandarin

News & Insights

AimStar-Donation-Photo-5

2024 AimStar Charity Golf Tournament Raises Over $5,000 for Markham Stouffville Hospital

September 7th, 2024, AimStar Capital Group Inc. played host to the 2024 AimStar Charity Golf Tournament

Poster

Job Fair | 2024 Green Sell Professional Career Development Forums

AimStar’s Vice President and Head of Products and Strategy, Tony Yuan, will participate in the “Finance New Era” panel discussion.

0-1

Global Central Banks Gradually Cut Interest Rates, Put Cash to work

In response to these macroeconomic changes, we’ve conducted a strategic reassessment and adjustment of wealth management and investment allocations.

Start Diversifying Your Investments at AimStar

" Our product strategy is client-centric, demonstrating a commitment to continuous learning and improvement by staying abreast of industry trends and best practices, constantly optimizing to adapt to market changes and enhance outcomes. "

AimStar

Investing with a professional

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!

AimStar Advisory Service

Start Diversifying Your Investments.
$100,000 IN Assets

AimStar Private Wealth

More services and lower cost.
$500,000 IN ASSETS
[next-chatbot]