Set it and forget it

With actively managed portfolios, you can let experts at OneVest do what they do best, while you focus on what’s important to you.

Set it and forget it
What is active management?
What is active management?Professional investors¹ actively manage, track, and update your portfolio using research, analysis, forecasting, and professional experience to make decisions.
What does an actively managed portfolio give you?
  • Managed taxActive portfolio managers¹ have access to a larger set of tools, this includes strategies like tax loss harvesting that can potentially help offset your tax burden.
  • Managed riskPortfolio managers¹ make decisions to balance opportunities while mitigating risks.
  • Strategic thinkingThere’s no panic buying or selling of stocks as the market fluctuates. OneVest’s experts think long-term to maximize the potential of your portfolio.
What does an actively managed portfolio give you?
Themed investing portfoliosCustomize your portfolio with OneVest even further by choosing to align your investments with what matters to you. Pair your interests with your investment objectives.
Disruptive TechnologyTechnology is changing the world. Access exponential growth opportunities and diversify away from traditional industries by investing with bold technology innovators.
Climate ImpactAlign your investments with positive climate action through companies and asset classes that accelerate our transition away from carbon-based sources of energy.
Everyday InvestingMaximize diversification with more asset classes and investment strategies that are typically available only to large institutions and high net worth individuals.

Invest today, thank yourself tomorrow

¹ Portfolio management services provided by OneVest.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, Ontario, Quebec and Newfoundland and Labrador. 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).The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance.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.