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