About Us
Here at Double Digit Investment, we assist individual investors with financial planning and asset management. Our services are tailored to your individual investment goals and objectives!
Schedule Free ConsultationDouble-Digit Returns
Our company investment objective is to help you reach over 10% returns under all market conditions in the long run!
Creating long term value and “win-win”
Our company is committed to providing quality financial advice and strategic investment approaches, tailored to your own investment goals so you can enjoy long term financial value!
Happy Clients who used our services and got a high return on ther investments.
Years of experience in investments and finance industry.
Years of operating Double Digit Investment and serving our clients.
Services
Double Digit investment provides comprehensive financial planning services for individual investors
Retirement Planning
It’s important to plan early for your retirement. Double Digit’s Retirement Planning service helps customers forecast monetary needs for retirement and creates a plan to reach said needs based on current financial data.
Education Planning
Your Child’s education is very important. Double Digit’s Education Planning service assists clients in creating a strong Financial plan for their children pursuing post secondary education.
Financial Planning
With the right advisement, you can meet your financial goals. Double Digit’s Financial Planning service assists customers in maintaining financial wellness and achieving individual financial goals, such as early retirement and financial independence.
Insurance Planning
We understand just how crucial it is for our clients to receive the best protection possible. Double Digit’s Insurance Planning service helps you determine the safest insurance plan to grow and protect your wealth and assets.
Tax Planning
Tax planning is an essential part of an individual investor’s financial planning. Double Digit’s Tax Planning service assists customers in tax filing and making sure that all financial elements work together to allow you to pay the lowest taxes possible.
Budget Management
Budget management is important to ensure a steady and sustainable life! Double Digit’s Financial Planning service guides you through the budgeting process and makes sure you are getting the most out of your money.
Our Process
This is how we help our customers to earn the best investment return
Step 1:
First, we will schedule a discovery session and learn more about you. We will discuss your previous financial history, financial status and your current financial situation, including your assets and liabilities. Then, together we will determine your needs and wants, and will set smart financial goals.
Step 2:
Next, we will schedule a planning session where we will consolidate all the data that we have collected about you. We will plan financial investment strategies and approaches that will allow you to reach your financial goals and we will advise you on your set financial goals.
Step 3:
After we have set your goals and chosen appropriate investment strategies, we will be providing you with an update on your investment situation. We will be scheduling quarterly and/or annual meetings to review your progress and make sure you are on the right track to your financial success.
Step 4:
Finally, all you have left to do is wait for your investment return to reach your goals. This step can take anywhere from several months to several years, depending on our plan. We will help you achieve all your financial goals, and reach your financial stability and milestones.
Stimulation
Estimate Your Investment Returns!
Other Specifications:
- If your investment return is less than 8%, you will not be charged and our service will continue.
- Investment return of 8% is not guranteed, but long-term invetstment can help achieve the investment return of more then 8%.
Why Choose Us?
Double Digit Has A Lot to Offer
Satisfaction Guaranteed
At double digit, we have your best interest at heart! We only get paid if you see results. In the rare case that your investment yields less than 8% in annual returns, our fees will be waived. Our fees are entirely reliant on your positive investment return and financial performance!
If your investment return exceeds 8%, Double Digit only charges 20% of your total revenues, as opposed to most companies who charge a flat fee of thousands of dollars often to little or no avail.
To avoid risks of individual stocks, Double Digit’s investment plan targets investors through the Exchange Traded Fund (EFT)!
We are very proffesional and experienced at what we do, and we can guarantee the highest level of preffesionalism when it comes to working with our trusted customers.
Our Team
Meet our team!
Felix Cai
Co-FounderGuangtao Cai, CFA and MBA. He has accumulated more than 15 years of investment experience. He worked in Dynamic Fund as Mutual Fund Financial Analyst for three years. He achieved 16% compound rate of return in the past 10 years. He developed deep insight and a unique model to increase the return and reduce the risk.
Jack Yang
Co-FounderJack Yang, MEng, University of Waterloo, BSc. Jilin University. Working as an IT consultant in IT development, architecture etc. 15+ years of investment experience, good at big data analysis, technical analysis etc. provided customers with personal customized investment planning advice.
F.A.Q
I chose Double Digit Investment. What’s next?
We recommend our clients open self-direct accounts in Questrade and follow the asset management advice we provide to manage your asset.
How do you charge the service fee?
We charge 20% of your annual return exceeding 8% over the past year.
What if my annual return is less than 8%?
In the rare case that your annual investment return does not exceed 8%, Double Digit waives your service fee and will continue to manage your accounts.
What kind of accounts do you provide the investment service for?
Double Digit only provides services and advice for registered accounts.
What will you invest for my investment account(s)?
We trade big sector ETFs that have lower MER (mostly less than 0.5%) and we rebalance periodically
Do you use leverage?
No, we don't use leverage. Our financial planning and asset management strategy is long term and steady growth. Keep your capital safe first.
Do I need transfer the money into your corporate account?
No, you don't need to. Your asset is always under your name and your account(s).
Contact Us
Double Digit Investment
We assist individual investors with financial planning and asset management. Our services are tailored to your individual investment goals and objectives.
