Angel Zhu
You can invest without your own money.
In the Ai Financial system, selecting investments with the right values means choosing companies that contribute to society and assume social responsibilities. Only such companies can create true social value; and only by creating social value can they help clients achieve real profitability.
Based on this philosophy, Ai Financial has achieved an average compound annual return of 21.6% over the past decade.
We invest in leading companies within key sectors to achieve sustainable and stable long-term returns.
Ai Financial, through regulated platforms in Canada such as mutual funds, banks, and insurance companies, manages various Canadian fund investments for clients, including but not limited to：
Through compounding and leverage, we help clients achieve early retirement, financial freedom, and harness the power of financial instruments to create a wealthier life for Canadian residents.
AiF formulates investment plans based on customer situations and needs.
You can start trying dollar-cost averaging at a price lower than 100 Canadian dollars, or invest in funds using accounts such as TFSA, RRSP, etc.
If you wish to invest with more of your own funds, segregated funds are a wise choice for long-term investments. They invest in multiple companies, diversify risks, and allow you to access a broader asset allocation.
Alternatively, if you desire to invest with a larger initial amount but lack sufficient idle funds, we recommend leveraging: investment loan.
It offers various advantages, including tax reduction and no monthly principal repayment.
We advise you to have a one-on-one discussion with financial professionals to tailor a financial plan and investment portfolio that aligns with your specific circumstances and goals.
The AiF investment team selects funds for you.
AiF adheres to value investment principles and selects leading companies in leading sectors to fundamentally mitigate potential investment risks.
We choose capital preservation fund products, and the main investment directions for 2023 include high technology, healthcare, sustainability, ESG, and more.
The selection and allocation of funds will be adjusted based on individual circumstances and financial goals to better create wealth for you.
All funds are open-end funds, and you can find their historical performance information online.
Upon receiving your confirmation, AiF will complete all fund purchases or loan application processes on your behalf.
During this process, you may need to check emails, sign authorization documents, or provide materials required for the loan.
Your account will be established with an insurance company, fund company, or banking system, AiF only has management authority and cannot directly operate the funds. Any adjustments or operational recommendations regarding the funds by AiF during your investment journey will require your authorization to proceed.
AiF Research Institute continuously tracks and analyzes the market, making timely adjustments and responses. If there is a need to adjust fund allocations, clients will be notified and confirmed via email.