About AimStar
Simple Solutions For
The Sophisticated
World
AimStar Capital Group Inc. is a Canadian full-service Investment Dealer and recognized as a Wealth Professionals 5-star Wealth Management Firm for 2024.
As an independent firm, AimStar offers a wide range of financial services for individual and institutional clients. It is committed to providing unbiased investment advice and is dedicated to clients’ needs, helping them achieve their financial goals.
AimStar Capital Group Inc. is a Canadian Investment Dealer under the Canadian Investor Protection Fund (CIPF); and a member of the Canadian Investment Regulatory Organization (CIRO).
CIRO · OCRI
Canadian Investment Regulatory Organization
CIPF
Canadian Investor Protection Fund
Our Solutions
Bespoke
Solutions For
Your Evolving
Needs
Our comprehensive solutions are tailored to your evolving needs, providing you with peace of mind to help you confidently navigate through your wealth complexities.
Exclusive
Investment
Products
Access to all securities products, structured notes, Private Equity and Private credit and other high-net-worth-specific offerings.
Wealth
Management
Tailored strategies to grow and protect your wealth.
Insurance
Solutions
Customized insurance plans designed to safeguard your assets and provide peace of mind.
Tax Planning
Expert strategies to reduce tax liabilities and maximize efficiency.
Retirement
Planning
Comprehensive retirement solutions to help secure your future.
Core Values
How We Differ From Traditional Banks
At AimStar, we differentiate ourselves from traditional banks through four key principles that shape the foundation of our business:
Safety & Security
At AimStar, client assets are held in a segregated environment, ensuring full protection under IIROC regulations and the Canadian Investor Protection Fund (CIPF). We provide exclusive protection against losses in case of a dealer’s insolvency, safeguarding client investments.
Compliance & Expertise
As a licensed IIROC dealer, we adhere to the highest regulatory standards. Our focus is on meeting the specific needs of high-net-worth clients with custom-tailored investment strategies and products. Our team includes industry veterans with deep expertise in financial markets.
Exclusivity & Customization
We specialize in offering unique investment products not readily available at traditional banks, such as structured notes, segregated funds, and tailored wealth management services. This ensures that our high-net-worth clients receive solutions specifically designed for their financial goals.
Transparency & Client-Centric Approach
Transparency is a core value. We offer clients full visibility into their accounts, fees, and investment performance through our digital platform. Clients can access their portfolios, tax statements, and reports at any time through MyPortfolio+.
What We Offer To Clients
Goal Planning Monitoring Investing
The AimStar portfolio construction and allocation is based on the needs, risk tolerance, and time horizon for each client. Our Goal Planning Monitoring (GPM) questionnaire gives us a baseline to determine where you land on the curve; whether it be a low-risk tolerance investor focused on capital preservation, a high-risk investor, or somewhere in between.
Our Journey
The History Of AimStar
AimStar Group Founded in 2022, parent company to AimStar Capital Group Inc. (Investment Dealer), AimStar Insurance Inc.
Insurance Inc.
» 2018
Management Team Began Mutual Fund Dealer Operations
Before the founding of AimStar, the core management team began managing a mutual fund dealer, gaining valuable experience in the financial services industry and building a foundation for future growth.
» 2022
AimStar Group Founded
AimStar Group was officially established in 2022, with two key subsidiaries: AimStar Capital Group Inc., an IIROC-regulated investment dealer, and AimStar Insurance Inc., specializing in insurance solutions for high-net-worth clients.
» 2023
Expansion Of Product Offerings
AimStar Capital Group expanded its product portfolio to include structured notes, segregated funds, and exclusive investment products, enhancing its service offerings.
» 2024
Launch Of MyPortfolio+ Client Portal
AimStar introduced the MyPortfolio+ platform, offering clients 24/7 access to account information, statements, and personalized reports, further enhancing transparency and client service.
Meet Our Team
AimStar Capital Group’s team is made up of professionals from various financial industries in North America, including top-tier Hedge funds, publicly traded securities firms, and the big accounting firms.