Investment Management

The AAII Program is your key to accessing the benefits of accounts managed by leading investment professionals. 

We have one target: to help you realize your goals and assess your objectives. We create wealth accumulation and asset management programs that are suitable for your personal situation.  Whether your goals are long or short term, we will design strategies to move you toward financial independence.

Of-course when you are armed with a commitment to long term results, you will avoid chasing the markets thus avoiding the emotional "buy high and sell low” trap that most investors fall into due to fear.

Markets in the long run have outperformed regardless of their ups and downs, therefore saving through the various investment plans is most essential to accumulating wealth.

Registered Plans

Your hard-earned dollar can be invested in:

  • Individual Stocks with dividend yield

  • ETFs

  • Mutual Funds 

  • Fixed Income Securities

  • Bonds (government or corporate)

  • REITs

Services

 

Accounts Status:

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Leverage Disclaimer
Borrowing to invest is not suitable for everyone. You should be fully aware of the risks and benefits ssociated with using borrowed money to invest since losses as well as gains may be magnified.

Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; *Chevron Wealth Preservation is not regulated by IIROC nor is it protected under the CIPF