Managed Investing
Let experts build and manage your portfolio. Automated investing with low fees, automatic rebalancing, dividend reinvestment, and tax-loss harvesting. Choose from classic, socially responsible, or Halal portfolios.
0.4%
Management fee (Premium)
$1M
CIPF protection
3+
Portfolio types
Key Benefits
1
Hands-off investing
Set it and forget it. Your portfolio is automatically managed and rebalanced.
2
Diversified portfolios
Invest in a mix of low-cost ETFs across global markets.
3
Tax optimization
Tax-loss harvesting helps reduce your tax bill.
Fees & Pricing
0.5% for Core (<$100K), 0.4% for Premium (≥$100K), 0.2% for Generation (≥$500K). ETF MERs extra (~0.15-0.25%).