Advisor Lisa

Lisa Shi

“竭诚专业所能,为您点石成金。

  • Responsible Investment Specialist (RIA Certified), CRA registered tax service provider, Ontario notary

  • Good at comprehensive use of various tools, with the goal of maximizing the interests of customers, to customize individual, family and company investment plans and overall financial and tax planning for customers.

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INVEST with Ai Financial

What we do

Ai Financial can achieve sustainable, stable, and profitable returns because of our investment philosophy, which is related to how to pick our investment targets.  

We believe that the development of the human race should be based on the correct values and views, the same for enterprises. The criterion for us to define the right companies is that whether they are creating more jobs or producing necessities of life, they must create social values and take on social responsibilities. 

We can find such companies because we share the same values. Ai Financial believes that only by investing in such companies can help our clients truly make profits.

How to do

Ai Financial, through regulated platforms in Canada such as mutual funds, banks, and insurance companies, manages various Canadian fund investments for clients, including but not limited to:

  • Investment Loan
  • Segregated Funds
  • TFSA, RRSP, RESP, Non-Reg,  etc.
  • Tax Planning

Through compounding and leverage, we help clients achieve early retirement, financial freedom, and harness the power of financial instruments to create a wealthier life for Canadian residents.

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.

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FAQ

Most frequent questions and answers

Ai Financial does not charge fees, and there are no hidden costs for client investments. Our revenue comes from commissions received from fund companies. We are a mutually beneficial community with our clients, as we can only earn money when our clients make profits.

Ai Financial does not charge fees. The fees associated with transferring funds out would need to be consulted with your original financial institution.

P+0.75%, now it’s 7.95%.

A 20-year term, which can be renewed upon maturity without the need for principal repayment.

A Canadian tax resident, with a credit score of 680 or above, having approximately 2 years of taxable income, preferably with some assets.

All fees are included in the fund management fee, and there are no hidden charges.

Ai Financial does not charge any fees to clients.