AimStar为所有客户的投资组合提供持续的监控和管理。我们专注于与客户建立长期关系，通过监督每一位客户的投资策略并根据他们的目标提出最新的投资建议。这种高级服务希望能够确保客户的投资组合与他们最新的财务目标、风险承受能力以及市场变化保持一致。
我们的投资顾问定期监控客户的投资组合，评估其回报，审查资产配置和风险敞口。我们的专业人员跟踪市场趋势、经济因素和其他可能影响投资组合表现的任何变量。
鉴于AimStar的持续市场监控，我们的注册投资顾问可能会建议定期调整或再平衡投资组合中的各类产品，根据所持有资产配置产品的不同风险水平变化，我们会涉及出售（或购买）特定投资，以使投资组合与每一位客户的投资目标保持一致。
我们的管理团队和注册顾问将向客户提供定期的账单及投资组合回报更新，总结特定期间内投资组合的表现。这些账单通常包括投资回报、资产配置以及对投资组合所做的任何变动的详细信息。
作为持续投资服务的一部分，AimStar的投资顾问可能会根据市场情况、投资机会或客户不断发展的财务目标和情况，提出投资建议或对投资组合进行调整。这些建议可以优化投资组合的表现，并推荐一些客户的目标一致的投资产品。
在AimStar，我们的投资专业人员会与客户保持定期沟通，讨论投资组合的表现，解答任何疑虑或问题，并提供市场趋势和投资策略的更新。
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.
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.
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.
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:
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包括全北美各大交易所上市公司股票，PE/VC/IPO
国债，公司债，或债券类基金产品
全球各大ETF资管机构，包括Vanguard，Blackrock，State Street，Invesco等
包括全北美各大交易所上市公司股票，PE/VC/IPO
国债，公司债，或债券类基金产品
全球各大ETF资管机构，包括Vanguard，Blackrock，State Street，Invesco等
精选各类型公募基金产品。轻松有效的管理整体包括股票，债券和其他证券的投资组合
精选各类型公募基金产品。轻松有效的管理整体包括股票，债券和其他证券的投资组合
大宗商品投资指的是投资于一些常见商品，如黄金、石油、农产品，有色金属和加密货币等
包括房地产基金，私募股权，大宗商品，加密货币等
North Americans Major Exchange-listed public traded companies’ stocks, PE/VC/IPO
Treasury bonds, corporate bonds, or bond-type fund products
Including major global asset management’s companies ETFs (Vanguard，Blackrock，State Street，Invesco, etc.)
包括全北美各大交易所上市公司股票，PE/VC/IPO
国债，公司债，或债券类基金产品
全球各大ETF资管机构，包括Vanguard，Blackrock，State Street，Invesco等
精选各类型公募基金产品。轻松有效的管理整体包括股票，债券和其他证券的投资组合
Selected public fund products of all types. Easily and efficiently manage an overall portfolio of stocks, bonds and other securities.
大宗商品投资指的是投资于一些常见商品，如黄金、石油、农产品，有色金属和加密货币等
包括房地产基金，私募股权，大宗商品，加密货币等
Our wealth management planning process takes a holistic approach, aiming to provide personalized solutions for each client’s individual needs.
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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.
"I can't recommend them highly enough. They have a team of dedicated professionals who truly care about their clients' financial wellbeing. Their tailored approach and attention to detail have helped me achieve my financial goals, and I'm confident in their ability to help me plan for the future."
"Their expertise and guidance have made all the difference. With their help, I've been able to maximize my investments, minimize my tax liability, and create a comprehensive retirement plan. I trust them completely and would recommend them to anyone looking for reliable and effective wealth management services."
