neo logo
hamburger icon for mobile menu

Turbo-charge your short-term savings

Set up your TFSA investment account to get personalized, goal-based investment portfolios that are actively managed to maximize returns.

Get StartedCall to action button arrow

Neo Invest–powered by OneVest

Open your TFSA account completely online in minutes.

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.

Get StartedCall to action button arrow

Let’s break this down

What's a TFSA?

A Tax Free Savings Account, or TFSA, is registered with the Canadian Government. This isn’t your average savings account where you earn an underwhelming .005%², you can invest for growth. The best part is, you don’t pay taxes on any profits.

Do I need to start now?

Like with any investment there are significant benefits to starting earlier than late. Time is money, after all. So the earlier you start the sooner you can benefit from compound interest. The longer you have funds in your TFSA, the more time it has to compound, which can result in doubling your account size just by starting earlier.

Neo Tip: Investing, and investing early, is historically one of the only sure ways to beat inflation.

Dates and limits to keep in mind.

The TFSA contribution deadline in Canada is always December 31st. Don’t be worried about missing that date as any contribution room you haven’t used in previous years carries over. Take a peek at your Notice of Assessment (NOA) to find out your annual and total (lifetime) contribution room, and make an investing plan that suits your goals.

Important Note: Watch those contribution limits. If you over-contribute, you’ll be penalized 1% on the excess every month, until you withdraw it.

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 TFSA 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 2022.² Based on research comparing high-interest savings rate of Canada’s ‘Big 5’ banks using a $100 investment, excluding promotional rates and rate premiums. Research was conducted by Neo Financial and based on data taken from public websites as at April 20, 2022.