Master your money
Master your life

Investing wisely, retire early.

AIF Investing System

AIF strategy

AIF Investing System

AIF strategy
Free 30 min consulation

Investment Return and Strategy

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.

Ai Financial’s average annual compound interest return over the past ten years was 21.6%.According to the Rule of 72, it can help customers double their assets in 5 years and effectively resist stock market fluctuations.

Value Investing principles,
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.

Most Common Investment Accounts

Take advantage of the policies of different accounts to maximize your benefits.

Tax-Free Savings Account

TFSA is a registered tax-advantaged savings account that you can gain tax-free income from it.

Registered Retirement Savings Plan

A Registered Retirement Savings Plan (RRSP) is a savings plan registered with the federal government of Canada, designed to allow individuals to make contributions for retirement purposes.

Registered Education Savings Plan

RESP is a plan registered with the Canadian government that aims to allow individuals to make educational investments for their beneficiaries while also enables your investment value to grow tax-deferred within the RESP account.

NON-Registered Accounts

A non-registered account is a general investment account that you can use to invest in various assets, and the income generated by the account is subject to taxation on an annual basis.

A Locked-In Retirement Account

A Locked-In Retirement Account (LIRA) is a Canadian investment account designed to hold locked-in pension funds for a spouse or partner.

Return Calculator


Most frequent questions and answers

We primarily invest in fund products, indirectly investing in stocks. These products are sourced from large fund and insurance companies, such as iA, Manulife, and others.

TFSA, RRSP, RESP, Non-Reg, LIRA, LIF and others. Aiming to maximize profits and minimize taxes.

Throughout the entire investment process, we do not directly handle client funds. Whether it is personal funds or investment loans, they go directly into accounts owned by the clients themselves, which are held within large-scale companies.

Clients can log in to online banking at any time to view their account status. All of our operations require the client's authorized signature.

At the same time, we control risks by purchasing segregated funds with capital protection features.

Ai Financial has established its own high-quality fund repository. The funds in the repository are selected in the following order to ensure consistent and stable profitability.

  • Research and select stock portfolios of high-value leading companies.
  • Select funds from all fund companies that contain these stock portfolios and put them into Ai Financial's screening system.
  • Examine and research the philosophical beliefs of fund managers, selecting fund managers whose investment philosophy aligns with Ai Financial's values to manage the funds.

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95% of people in the market are losing money or break even, only 5% are making money.

Investing wisely, retire early.