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Set it and forget it

With actively managed portfolios, our industry experts do what they do best, while you focus on what’s important to you.

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What does an actively managed portfolio give you?

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Managed tax

Active portfolio managers have access to a larger set of tools, this includes strategies like tax loss harvesting that help manage after-tax returns.

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Managed risk

Portfolio managers make decisions to balance earnings while mitigating risks.

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Strategic thinking

There’s no panic buying or selling of stocks as the market fluctuates. Our experts think long-term to maximize the potential of your portfolio.

Invest today, thank yourself tomorrow.

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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).

Neo Invest is not available in French or in Quebec.

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.