Services include:
1. Financial Planning for Individuals or Families
2. Corporate Financial Planning
3. TFSA, RRSP, RESP, NON-REGERSTED, LIRA, LIF and other accounts investment management
4. Assisting clients in applying for state-backed investment loans
5. Investment targets include primary market shares, secondary market stocks and funds.
Currently, focus on the secondary funds market due to the impact of the pandemic.
服务内容包括:
1. 个人或家庭进行理财规
2. 企业财务规划
3. TFSA、RRSP、RESP、NON-REGERSTED、LIRA、LIF等账户投资管理
4. 帮助客户申请国家背书的投资贷款
5. 投资标的包括一级市场的原始股、二级市场的股票与基金。受疫情影响,暂时以二级市场的基金为主。
With the efforts of the AI Financial team for many years, the company established long-term close stakeholder relationships with over thousands of partner organizations, including insurance companies such as IA, Manulife, banking institutions such as B2B Bank, National Bank, and major fund companies.
在多年的团队努力下,目前恒益投资的主要合作企业多达千家,包括代理的保险公司如 IA, Manulife,各大银行机构B2B Bank, National Bank,以及各大基金公司。
Official Website: https://www.aifinancial.ca/zh/
官方网站:https://www.aifinancial.ca/zh/