Private wealth management, now for everyone
Professionally managed portfolios that are customized to you. Start with as little as $1.
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.
Investing for every goal you have in mind.
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.
TFSA
- Tax-free earnings on investments.
- Withdraw any amount at any time, without paying income tax.
- Unused contribution limit carries over, year-over-year.
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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Invest in your future self.
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Get more from your money with simple and innovative products designed for life today.
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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.
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.