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Goal-based investing at your fingertips

Our personalized, goal-based investment portfolios are actively managed by professionals to help you plan for whatever is next.

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Neo Invest–powered by OneVest

Not all your eggs are in one basket

Choose your own path

Get the right account that fits your goals and we'll make sure you're set up for success in the long term—or for whenever you need the money.

TFSA

Invest using a Tax Free Savings Account (TFSA) and never pay taxes on your withdrawals. No penalty. No tax. Just stay within the contribution limits.

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RRSP

Contribute to a Registered Retirement Savings Plan (RRSP) account to reduce your taxable income. There’s several ways to leverage this account while considering the limits and tax deductions on withdrawals.

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Personal

Perfect if you want non-registered investments with less restrictions or if you’ve hit your contribution limits within your RRSP. As long as you’re paying yourself first, it’s a win.

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Investing made easy

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Set up for success

Get started with as little as $1.

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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 @ 2021, One Wealth Technologies Inc. All rights reserved.

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.