1. Create a working email address, address is
firstname&lastname’s first character.aif@gmail.com

e.g., Name: Wusan Liu; Email address: wusanl.aif@gmail.com

2. Send your email to advisor@aifinancial.ca.

3. Ai Financial will send instruction email to advisor with four attachments, which are Apexa Tutorial, Need Based Analysis, Advisor Disclosure & Privacy Consent, and Apexa FAQs.