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Investment Advisor Services

■  Investment Advisory Services

Investing with AimStar

Flexible investing options, independent professional advice and convenient access to your portfolios.

■  Account Types

Account types for every investor

Registered accounts

RRSP, TFSA, RESP and other registered plans.

Locked-in accounts

LIRA, LRSP, LIF and locked-in retirement solutions.

Non-registered accounts

Flexible personal investment accounts.

Corporate/non-personal accounts

Accounts for corporations, trusts and organizations.

Invest with an AimStar’s investment professional

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■  Investing Tools

Investing tools and Insights

Personal tax calculator

Estimate your annual tax liability.

FINANCIAL INSIGHTS

Get financial insights weekly.

Tailored Wealth Solutions

Investment Strategy Development

A disciplined plan designed around goals, time horizon and risk tolerance.

Portfolio Management

Personalized construction, monitoring and rebalancing.

Investment Research and Analysis

Manager, market and product research informs every decision.

Risk Assessment and Management

Identify, measure and manage portfolio risks.

Client Education and Communication

Clear reporting and ongoing conversations keep you informed.

Fiduciary Responsibility

Professional care and client interests guide our work.

Explore Our Premier suite of Products

Diversified solutions for investors at different stages.

Investing with a professional

Ready to build your ideal portfolio? Our expert advisors create a personalized wealth plan tailored to your goals.

$100,000 IN ASSETS

AimStar Advisory Service

$500,000 IN ASSETS

AimStar Private Wealth

Our Investment Partners