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专业 经验
专业 经验
可信 可靠
可信 可靠
我们有超过20年的投资经验，我们的顾问在投资，金融，保险，银行等行业都具备数十年的专业从业经验。
The team is knowledgeable and always available to answer any questions I have. Their user-friendly platform makes it easy for me to keep track of my investments and I love that they provide regular updates on market trends and new investment opportunities. I have seen a great return on my investments so far and I feel confident in their ability to continue delivering great results. Highly recommend this 5-star investment company to anyone looking to grow their portfolio!
I recently worked with the financial group and I must say, I was thoroughly impressed with their services. From the moment I walked in, I was greeted with a warm and professional attitude from the team. They were knowledgeable, helpful and provided clear and concise explanations for all my financial queries. I appreciated the fact that they took the time to understand my financial goals and provided tailored solutions that fit my needs. The team was always available to answer my questions and provide updates. I highly recommend this financial group to anyone looking for top-notch financial services.
AI Financial helped our family select segregated funds through our RRSP accounts for long term investment. Much appreciated for their professional investing ability and great customer service. Highly recommended.
AI Financial has a very professional and knowledgeable team. Not a fan of doing investment with loans under the bad market in the beginning, but I was impressed after attending their webinars explaining how it comes with the benefits of tax deductions and long term returns. What I like is that they have very GREAT staffs that are kind and patient and never push you to make the decision. Thanks for my advisor, Amy Lu especially, who’s having years of experience, gave me a thorough introduction about investment loans and helped me explain every question and concern that I have. Still getting returns even though the market is down a lot this year which made me feel this team is really trustworthy. Highly recommended for their services!
This is my first time cooperating with AI Financial. I didn’t know much about investment yet their advisor is very kind and helpful. Providing me with the best suggestion for my investment portfolio with patient guidance. Their profession have showed me how to work and manage that makes my money growing. I entrust my future to AI Financial.
Going with AI financial is the best choice I have ever made. The team are very knowledgeable, professional and reliable. They can provide me the most advanced market knowledge and help me establish the investment plan based on my personal needs. And highly recommend their services !
I have been doing investment with AI Financial for more than one year. My Investment Advisor is Tiffany Wang. I have known her for many years. She had more than 20 years working experience in Finance field. She is very professional and trustworthy.She helped me invest segregated fund in my TFSA and Non registered accounts.My return is pretty good last year and I was so happy with it.But this year, the market dropped a lot, I was little worried at the beginning. Tiffany contacted me regularly and told me that we should focus on long term investment and ignores the market fluctuate. She also explained how they did in terms of choosing right and valuable portfolios.I have no worries at all now and believe the performance of my investments will be satisfied in the long run.I understand doing investment is not easy for individuals. Therefore, I appreciates their right investment philosophy and professionalism. And highly recommend AI Financial and my advisor Tiffany on anyone who is interested in your long term investment.
AI financial has very professional financial investment team, especially the very experienced, friendly, patients investment consultants (i.e Tao and her colleagues), and very wisely investment principles and strategies.They're the key to protect your wealth, to lead to successful, stable profitable investment.Great investment experience with them.Here I want to say, thanks a lot for all the help to my investment.
The best financial institution I had in Toronto. Very professional and detail focused. Highly recommend.
I had been feeling GREAT with AI Financial so far! I am comfortable choosing funds for my investment portfolio after the first discussion with Guohua. I really appreciate the extra time he spent answering my question as my advisor. It’s quite easy to follow his explanation, and he gave me the best choice by considering my worrying regarding the risk. The groups are very responsible for my investment, the customer service is better than the bank obviously. They will absolutely take care of your fund even though is a long term investment. I hope to see more amazing return soon!!
update21% in 2021, impressed me. Recommend to everyone their investing.I become client two month ago and even its not a long time, they have already made me money. Their advisors are all kind, professional and responsible. I watch the online seminar every week and its really valuable and changes my old, wrong ideas about investing. Hoping for a long-term plan as soon as I'm qualified for loan.
I attended their Anniversary Gala in February. It was such a well-organized event. The décor was great. Thanks for the invite : )
The team is knowledgeable and always available to answer any questions I have. Their user-friendly platform makes it easy for me to keep track of my investments and I love that they provide regular updates on market trends and new investment opportunities. I have seen a great return on my investments so far and I feel confident in their ability to continue delivering great results. Highly recommend this 5-star investment company to anyone looking to grow their portfolio!
I recently worked with the financial group and I must say, I was thoroughly impressed with their services. From the moment I walked in, I was greeted with a warm and professional attitude from the team. They were knowledgeable, helpful and provided clear and concise explanations for all my financial queries. I appreciated the fact that they took the time to understand my financial goals and provided tailored solutions that fit my needs. The team was always available to answer my questions and provide updates. I highly recommend this financial group to anyone looking for top-notch financial services.
AI Financial helped our family select segregated funds through our RRSP accounts for long term investment. Much appreciated for their professional investing ability and great customer service. Highly recommended.
AI Financial has a very professional and knowledgeable team. Not a fan of doing investment with loans under the bad market in the beginning, but I was impressed after attending their webinars explaining how it comes with the benefits of tax deductions and long term returns. What I like is that they have very GREAT staffs that are kind and patient and never push you to make the decision. Thanks for my advisor, Amy Lu especially, who’s having years of experience, gave me a thorough introduction about investment loans and helped me explain every question and concern that I have. Still getting returns even though the market is down a lot this year which made me feel this team is really trustworthy. Highly recommended for their services!
This is my first time cooperating with AI Financial. I didn’t know much about investment yet their advisor is very kind and helpful. Providing me with the best suggestion for my investment portfolio with patient guidance. Their profession have showed me how to work and manage that makes my money growing. I entrust my future to AI Financial.
Going with AI financial is the best choice I have ever made. The team are very knowledgeable, professional and reliable. They can provide me the most advanced market knowledge and help me establish the investment plan based on my personal needs. And highly recommend their services !
I have been doing investment with AI Financial for more than one year. My Investment Advisor is Tiffany Wang. I have known her for many years. She had more than 20 years working experience in Finance field. She is very professional and trustworthy.She helped me invest segregated fund in my TFSA and Non registered accounts.My return is pretty good last year and I was so happy with it.But this year, the market dropped a lot, I was little worried at the beginning. Tiffany contacted me regularly and told me that we should focus on long term investment and ignores the market fluctuate. She also explained how they did in terms of choosing right and valuable portfolios.I have no worries at all now and believe the performance of my investments will be satisfied in the long run.I understand doing investment is not easy for individuals. Therefore, I appreciates their right investment philosophy and professionalism. And highly recommend AI Financial and my advisor Tiffany on anyone who is interested in your long term investment.
我在恒益投资做了长远投资计划。这里的计划经济师非常的细心。给我做讲解，帮我做计划。当我有问题的时候，我随时打电话，随时给我排难。我觉得与他们合作会放心。希望更多的投资者来这里。感恩，谢谢。
AI financial has very professional financial investment team, especially the very experienced, friendly, patients investment consultants (i.e Tao and her colleagues), and very wisely investment principles and strategies.They're the key to protect your wealth, to lead to successful, stable profitable investment.Great investment experience with them.Here I want to say, thanks a lot for all the help to my investment.
The best financial institution I had in Toronto. Very professional and detail focused. Highly recommend.
I had been feeling GREAT with AI Financial so far! I am comfortable choosing funds for my investment portfolio after the first discussion with Guohua. I really appreciate the extra time he spent answering my question as my advisor. It’s quite easy to follow his explanation, and he gave me the best choice by considering my worrying regarding the risk. The groups are very responsible for my investment, the customer service is better than the bank obviously. They will absolutely take care of your fund even though is a long term investment. I hope to see more amazing return soon!!
update21% in 2021, impressed me. Recommend to everyone their investing.I become client two month ago and even its not a long time, they have already made me money. Their advisors are all kind, professional and responsible. I watch the online seminar every week and its really valuable and changes my old, wrong ideas about investing. Hoping for a long-term plan as soon as I'm qualified for loan.
I attended their Anniversary Gala in February. It was such a well-organized event. The décor was great. Thanks for the invite : )
一直关注恒益投资AI Financial ，因为帮我朋友做的investment loan， 很不错,现在市场大跌，本金还在.相信到年底一定有更不错的回报。等我条件满足了，也要去申请一下这个贷款投资。
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你的疑问，我们有答案
AI Financial建立自己的优质基金库。库里的基金按以下次第顺序挑选，确保持续稳定盈利。
- 研究挑选高价值龙头企业的股票组合；
2. 选择所有基金公司里含有这些股票组合的基金，放进AI Financial的筛选系统；
3. 考察研究基金经理人的三观理念，选择与AI Financial价值理念相符的基金经理人管理的基金。
在整个投资流程中，我们不直接经手客户资金。无论是自有资金还是投资贷款，都直接进入属于客户自己的开在大型公司里的账户。
我们主要投资基金产品，间接投资股票。这些产品来自于大型基金、保险公司，比如iA、Manulife等等。
加拿大税务居民，信用分数在680分以上，有2年左右的报税收入，最好有一定的资产。