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Automated tax loss harvesting

(Coming Soon)

Did you know you can reduce any investment losses by only paying taxes on your net earnings? Soon this will be done automatically.

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Investing options for every goal in mind

Tax free, tax deductions, or tax-loss harvesting. Each investment account comes with its own benefits.

TFSA Account

The everyday investing account that lets your savings grow without paying taxes on everything you gain.

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RRSP Account

Start planning for retirement and take advantage of the tax incentive that can make your post-working years a reality.

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Personal Account

For when contribution limits get in the way. The personal investment account leverages tax-loss harvesting to save you money.

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Start investing in 10 minutes or less.

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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, 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.

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.