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Private wealth management, now for everyone

Professionally managed portfolios that are customized to you. Start with as little as $1.

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Invest like the 1%

Having a diversified portfolio is key to achieving your goals and managing risk. In other words, don’t put all your eggs in one basket.

Based on your goals. Built for real life.

To reflect your life and needs, portfolios are built around your risk tolerance, financial situation, goals, time horizons, and general knowledge of investments.

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You’re on autopilot, we aren’t.

Let a professional actively manage and rebalance your portfolio while navigating changing markets.

Access to exclusive investments.

Get up to 3x more asset classes and investment strategies to help balance portfolio risk and protect you from sudden market changes.

Investing for every goal you have in mind.

RRSP

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

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TFSA

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

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Personal

For when contribution limits get in the way. The personal investment account still has a few tricks up its sleeve.

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Which account should I choose?

If you’re just getting started with investing, you might want to better understand how each of the types of accounts stack up before you get started.

RRSP

  • Contributions are eligible as a tax write-off.
  • You will pay income tax on your withdrawals.
  • The contribution limit can change based on the year and your income.
  • Unused contribution limit carries over, year-over-year.

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TFSA

  • Tax-free earnings on investments.
  • Withdraw any amount at any time, without paying income tax.
  • Unused contribution limit carries over, year-over-year.

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Personal

  • No contribution limits.
  • You will pay taxes on your withdrawals.
  • Deduct your potential capital losses from capital gains.
  • Contributions are not eligible for tax write-offs.

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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.

Invest in your future self.

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So much more than Neo Invest

Get more from your money with simple and innovative products designed for life today.

Neo Card

Get cashback on your everyday spending

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Neo Money

Save, spend, and earn high interest

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Neo Mortgage

Low rates with none of the stress

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Got questions? We can answer them.

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. 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.