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Invest today, thank yourself tomorrow

Personal investment accounts have no limits, so why should you? Leverage personalized, goal-based investment portfolios to help plan for whatever is next.

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Neo Invest–powered by OneVest

Open your personal investment account completely online. Getting started is effortless.

Set it and forget it

Increase your savings by setting up Auto-Invest and automatically contribute to your portfolio regularly.

You’re on autopilot, we aren’t.

We take care of the investments you take care of being you. Let a professional actively manage and rebalance your portfolio and navigate changing markets.

Based on your goals. Built for real life.

From saving for a dream vacation to retirement, and everything in between, let us know what you’re working towards and we’ll come up with a portfolio for you.

Expand your horizons.

Access up to 3x more innovative investment products to boost diversification and potential returns.

Accessible investing.

We want to help you succeed. Our fees are lower than traditional wealth managers¹, so you can hit your goals faster. Get started with as little as $1.

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Is a personal investment account right for you?

Unlike a TFSA or RRSP, personal accounts don’t have contribution limits or the same tax incentives. However, you can write off potential capital losses against capital gains.

If you’ve maxed out your TFSA contributions and are saving your RRSP for a more strategic time, then a personal account might be right for you. You know you best though, so make the decision that fits your goals.

Investing made easy

1

Getting to know you

Investing is not a one-size-fits-all situation. That’s why we ask about you and your goals to create a curated investment portfolio just for you.

2

Start investing

Add new funds (or transfer your existing investments) into your new portfolio. Get started with as little as $1.

3

Sit back, we got the rest

We take care of the investments, you take care of being you. Of course you can check in on your investments and make changes anytime you want.

Start investing in 10 minutes or less.

Open Personal Account
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 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.¹ Based on research comparing the fees offered by traditional wealth management firms. Research conducted by OneVest and provided to Neo Invest in March 2022.