Client Story
Unrestricted Life: Making Detailed Plans.
Max，Programmer
Basic Information
Max and his family have been living in Canada for over 20 years. After graduating, Max became a programmer and is now a leader of a team. Currently, Max and his wife live in his parents’ house and welcomed a new child at the end of 2021.
Financial Situation
Personal after-tax income of $6000+ per month
Car loan of $700 per month
Spending Habits
Apart from daily expenses, most of it is saved and then invested.
Needs
Saving for children’s future
Buying a bigger house to accommodate the whole family living together.
Summary
Since 2018, Max has been learning about investment knowledge through AI Financial’s online investment courses and making profits through practical operations. In early 2020, he applied for and was approved for a loan of 400,000.
In 2021, Max has used the profits from his investments to purchase a pre-sale property.
Challenges
In 2018, Max’s requirement was to buy a new house without relying on his parents.
Solution
Max’s original plan was to buy a house within 2 years, but AI Financial advised him to invest first and then buy a house. Following our investment advice, Max withdrew more than $50,000 in investment profits in 2021 to purchase pre-sale property. He has postponed his house-buying plan for now, believing that financial investment can bring better returns and that a house is not currently a necessity.
In addition, Max’s company offers good benefits. He followed our advice and switched to a different investment product for his Registered Retirement Savings Plan (RRSP), which, combined with the interest on his investment loan, saves him about $4,500 in taxes each year.
Investment Direction
AI Financial has allocated U.S. Equity, U.S. DAQ Index (High Tech) and Global Opportunity for him. Max used the savings of 150,000 yuan for mutual fund investment. By the end of 2021, the total profit exceeded 400,000 yuan.
2023
Max hopes to continue to receive professional investment guidance and support from AI Financial, helping him better seize investment opportunities and achieve better investment returns. At the same time, he hopes to achieve financial freedom as soon as possible, leading a more comfortable and happy life, and creating a better future for himself and his family.
Why do you choose AI Financial？
· Through their online seminars, I have learned a lot about investing and I trust AI Financial’s investment capabilities.
· I believe that AI Financial’s investment team is experienced and able to provide professional investment advice and guidance.
· The investment returns over the years speak for themselves, and I have great trust in AI Financial to continue to bring me better returns.
Investment NOW
You deserve a better life
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