Welcome to Ai Financial Funds Investing
Explore Ai Financial and related products and services
Ai Financial offers expert investment advice and account management across Canada. Investors can purchase Segregated Funds and apply for investment loans through us.
We've achieved a 20% average annual investment return over the past decade.
Ai Financial offers expert investment advice and account management across Canada. Investors can purchase Segregated Funds and apply for investment loans through us.
We've achieved a 20% average annual investment return over the past decade.
Get advice virtually, or in person.
or call (647) 323-3231
Our Products & Services
Our Loan and Fund Source Partners
Loan providers
Segregated Funds providers
Your money is in good hands
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FAQs
We invest in segregated funds from major funds and insurance companies such as iA, Manulife, and SunLife. Segregated funds are investment products with insurance features, similar to mutual funds but with additional benefits such as principal protection at maturity and designated beneficiaries. They are ideal for long-term value investment.
We adhere to the value investment philosophy and have our own “Locomotive Investment Theory,” focusing on long-term stable returns. We have successfully doubled clients’ assets in 5 years, helped clients turn zero assets into millionaires, and quickly earned new house down payments, thanks to our advanced and practical investment philosophy.
Process: For clients investing through Ai Financial, accounts and funds are held with the corresponding insurance companies and banks. Ai Financial acts as a broker, responsible for selecting funds, submitting fund purchase applications, applying for loans, and providing investment advice. We do not directly handle client funds. All operations require the client’s signature for execution. Clients can log into online banking anytime to view their account status.
Products: We choose segregated funds, which have insurance features that provide principal protection at maturity, creditor protection, and designated beneficiaries, making them an excellent choice for long-term investors.
TFSA, RRSP, RESP, Non-Reg, LIRA, LIF, FHSA, and others.
Provided by reputable banks, investment loans help investors overcome the lack of initial capital, giving them the opportunity to accelerate asset growth.
The main difference between a mutual fund and a segregated fund contract is that a segregated fund contract includes insurance benefits that can help protect your investment. Segregated fund contracts guarantee 75% to 100% of your premiums being returned (reduced for any withdrawals) when you die or when the contract matures. Mutual funds don’t offer this benefit.
Not sure where to start? We can provide you with some inspiration.
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New Life Events
Entering new life stages in Canada, such as starting your career after graduation, buying a home, starting a family, having children, or planning retirement, brings both excitement and financial considerations.
Ai Financial is here to ensure you’re financially prepared for these milestones.
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Why invest?
Learning how to invest isn’t just about money; it’s a journey of self-discovery and empowerment. It’s about unlocking your potential, pursuing dreams, and taking control of your financial future.
Whether you’re new to investing or still learning, it’s a critical skill that empowers you to set and achieve meaningful goals, guiding you toward a fulfilling and prosperous life.
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Let's get in touch
If you have questions, we’re available over the phone and in person.
Call us anytime
Get help 7 days a week, by calling 1-647-323-3231
Book a meeting
Come into a branch to get expert help with accounts, loans and more.
Email us
Get assistance or schedule an appointment with an advisor via email：info@aifinancial.ca