How to Invest with AiF
Customized Solution
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.
Fund Selection
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.
How To Apply
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.
Market Tracking
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.