Ai Financial 基金投资

探索 Ai Financial 及相关产品和服务

Ai Financial为加拿大居民提供专业的投资建议和账户管理服务。投资者可以通过我们购买保本基金,申请投资贷款。我们也为客户管理RRSP,TFSA等投资账户

在过去十年中,我们实现了年均20%+的投资回报率

与投资顾问1对1交流

或拨打(647) 323-3231

Ai Financial产品和服务

RRSP 贷款

账户转移

投资建议

合作企业

月度明星顾问

Investment Specialist Frank


Frank Chen


Jessie Xing


Tiffany Wang


Lydia Zhang

财经资讯

专业与诚信是我们的立身之本

Ai Financial
4.9
Based on 890 reviews
powered by Google
Sabrina WSabrina W
01:59 22 Dec 23
Anthese TAnthese T
01:58 22 Dec 23
serena Vanharmelenserena Vanharmelen
01:30 02 Dec 23
Lisa Shi is very professional and dedicated, and also very patient, giving me a lot of help and suggestions. I trust her and her company with my investment accounts and feel very comfortable.If you are looking for a good investment advisor, I highly recommend her 😊
Bowie LeungBowie Leung
22:19 16 Sep 23
Thank you Joanne and Amy’s invite! Great investment advise and products. Very down to earth and would recommend them to friends and friend.
Jingyi XuJingyi Xu
18:32 07 Sep 23
AI Financial has been an absolute game-changer for me. Their commitment to accuracy and foresight has significantly increased my investment performance. What truly stands out is their dedication to customer satisfaction.The team is not only knobby also remarkably attentive to my specific financial goals. Their personalized approach has made me feel like a valued partner rather than just a client.Love love love.
山茶花ShanChahua山茶花ShanChahua
19:24 17 Jun 23
Great company with excellent investing philosophy. Thanks to the advisor Ms. Ying Huang.
Hermia ZhongHermia Zhong
17:42 30 Mar 23
AI financial is a great company and fun to work with. Everyone is friendly and professional especially the marketing team. It was my pleasure to work with AI Financial and can't wait for the next time!
Eric KrasnayEric Krasnay
01:11 05 Feb 23
AI Financial is the perfect blend of cutting-edge technology and top-notch customer service. Their use of AI in investing has been a game-changer for me, providing me with smart and efficient investment opportunities. The customer service team is truly exceptional - they are always available to answer any questions and provide guidance. I highly recommend AI Financial to anyone looking to take their investments to the next level. 5 stars!
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你的疑问,我们有答案

Ai Financial建立自己的优质基金库。库里的基金按以下次第顺序挑选,确保持续稳定盈利。

  1. 研究挑选高价值龙头企业的股票组合;

2. 选择所有基金公司里含有这些股票组合的基金,放进Ai Financial的筛选系统;

3. 考察研究基金经理人的三观理念,选择与Ai Financial价值理念相符的基金经理人管理的基金。

在整个投资流程中,我们不直接经手客户资金。无论是自有资金还是投资贷款,都直接进入属于客户自己的开在大型公司里的账户。

我们主要投资基金产品,间接投资股票。这些产品来自于大型基金、保险公司,比如iA、Manulife等等。

加拿大税务居民,信用分数在680分以上,有2年左右的报税收入,最好有一定的资产。

Ai Financial没有自己的基金,我们作为投资顾问的角色,为客户挑选的基金,全部来自于加拿大正规保险公司和基金公司,比如iA Financial, Manulife, Canada Life等,安全有极大的保障。

客户的账户也全部开在这些公司里,客户自己的名下。我们不能直接操作客户的账户。

我们过去十年的年均复利回报率是20%+,这得益于我们的选股能力和投资思维。Ai Financial秉承巴菲特的价值投资理念,坚持长期投资,拥有自己的火车头理论和严格的风险控制措施,帮助所有客户获取持续,稳定的投资盈利。