Invest with experts, not just algorithms

With Neo Invest™—powered by OneVest¹, you get both the convenience of digital investing and the expertise of portfolio managers to help you reach your goals.

No more cookie cutter portfoliosSay goodbye to one-size-fits-all investing. Your goals, values, timelines, and risk tolerance are built into a custom portfolio designed with you at the heart of it.
No more cookie cutter portfolios
Level up your investment strategy
Level up your investment strategyGet better potential returns with up to 3x more asset classes. Diversify your portfolio beyond basic stocks and bonds with alternative investments that help achieve better risk-adjusted returns.
Invest with confidenceOneVest's portfolio managers don't like taking unnecessary risks any more than you do. They build you a diversified portfolio with multiple asset classes and investment strategies to help you achieve your investment objectives.
Investment diversificationGet up to 3x more asset classes and investment strategies that help balance portfolio risk.
Personalized portfolioOneVest diversifies and adjusts your portfolio to fit your risk profile and goals.
Active managementLet a professional¹ actively manage and rebalance your portfolio and navigate changing markets.
Tax loss harvestingOneVest's portfolio managers use investment strategies that can potentially help reduce tax implications on your earnings.

The best time to start is now

Set up your personalized Neo Invest™—powered by OneVest¹

Got questions?

We can answer them.

¹ Portfolio management services provided by OneVest.² The Funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Their values change frequently.³ Based on research comparing the fees offered by traditional wealth management firms. Research conducted by OneVest and provided to Neo Invest in March 2022.With any investment, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Past performance is no guarantee of future results. Read our investment risk disclosure for more information.Neo Financial™ (“Neo”) is a strategic partner of OneVest Management Inc. (“OneVest”). Through its Wealth Management-as-a-Service platform, OneVest provides wealth management products and services to Neo customers. Neo is a shareholder of OneVest’s parent company, One Wealth Technologies Inc.OneVest Management Inc. is a registered Portfolio Manager in each province and territory of Canada and an Investment Fund Manager in the provinces of Alberta, Newfoundland and Labrador, Ontario and Quebec. Assets in your OneVest accounts are held with CI Investment Services (CIIS), a registered investment dealer in each province and territory of Canada, a member of the Investment Industry Regulatory Organization of Canada (IIROC). OneVest is a wholly owned subsidiary of One Wealth Technologies. Copyright @ 2023, One Wealth Technologies Inc. All rights reserved.