AIF Investment System
Investing wisely, retire early.
Investment Strategy
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Value Investing
Choose companies with intrinsic value and create social wealth for investment, and have achieved sustained and stable returns. -
Follow the Trend
Long-term investment, focusing on long-term income, not affected by short-term market price fluctuations. -
Stop Doing List
Only invest in what you understand, the best way to avoid risk is - don't let it happen.
Annual Return
Average Annual Compound Return For Past 10 Years
18.8%
AI Financial follows value investing, selects fund portfolios that follow the U.S. stock market, and matches each client's personal situation to achieve sustaining and stable investment profits for clients.
Our average annual compound return for past 10 years is 18.8%, which could help our clients double their wealth within 5 years.
Investing Tools
Take advantage of the policies of different accounts to maximize your benefits.
TFSA
Tax-free Saving Account
TFSA is a registered tax-advantaged savings account that can earn tax-free income.
RRSP
Registered Retirement Savings Plan
RRSP (A Registered Retirement Savings Plan) is a savings plan registered with the Canadian federal government so that you can contribute to retirement.
Non-Reg
NON-Registered accounts
A general investment account where you can invest in a wide-rage of assets and are required to pay taxes annually on income generated by the account.
RESP
Registered Education Savings Plan
RESP is a government-registered plans designed to help you save for a beneficiary’s education, allowing your investment to grow tax-deferred within the RESP.
LIRA
A locked-in retirement account
LIRA is designed to hold a locked-in pension fund for former plan members, former spouses, common-law partners, surviving spouses or partners.
Return Calculator
Any Questions?
How do you choose funds?
We build our own high-quality fund library. All funds are selected in the following order to ensure sustained and stable profitability.
- Research and select the stock portfolios of high-value leading companies
- Select all funds containing these stock portfolios in fund companies and put them into the AI Financial screening system
- Investigate and research the concept of fund managers, and exclude them from the system Funds managed by fund managers who do not have the correct value system and are inconsistent with AI Financial’s principle.
How do you charge?
We don't charge any fee from clients. We earn commissions from fund companies and from the market. AI Financial and customers are a community of interests. Only when customers make money from the market can our company make money.
How do you keep my money safe?
In all investment processes, AI Financial does not directly handle client funds. Regardless of whether it is a loan or own funds, they directly go to client’s own accounts and directly purchase the funds recommended by us.
Clients can log in online banking at where they have opened an account at any time to check the capital flow and balance. We can’t do anything to clients’ money without their permission.
At the same time, we control the risk by purchasing segregated funds, which contain capital protection function through insurance companies .
Invest NOW
95% of people in the market are losing money or even making money, and only 5% are making money.
Investing wisely, retire early.