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 * Managed investing
   Close Managed investing Open Managed investing
   
   
   MANAGED INVESTING
   
   
   LET US BUILD YOU A CUSTOM PORTFOLIO THAT'S DESIGNED FOR LONG-TERM GROWTH.
   PLUS, GET EXPERT ADVICE WHENEVER YOU NEED IT.
   
   
   
 * Self-directed investing
 * Cash
 * Crypto
 * Mortgages
 * Tax Filling
 * Account types

 * Plans & benefits
   Close Plans & benefits Open Plans & benefits
   
 * Support
   Close Support Open Support
   


YOUR MONEY’S WORTH MORE


GET THE MOST OUT OF YOUR MONEY WITH SMART INVESTING PRODUCTS AND PERSONALIZED
ADVICE TO BUILD LONG-TERM WEALTH.

Get started



LOW FEES MEET HIGHER YIELDS


YOUR MONEY’S ALWAYS MAKING MORE WITH LOW-FEE INVESTING AND HIGH-INTEREST
SAVINGS.


UNMATCHED ACCESS


GET SOPHISTICATED INVESTMENT OPPORTUNITIES TRADITIONALLY RESERVED FOR INDUSTRY
INSIDERS AND THE ULTRA-WEALTHY.


SMART & SIMPLE


IN JUST A FEW TAPS, SET YOUR FINANCIAL GOALS IN MOTION, AND LET OUR EASY-TO-USE
PRODUCTS HANDLE THE REST.


TRUSTED BY OVER 3 MILLION CANADIANS


OUR BUSINESS MODEL IS SIMPLE: PUT OUR CLIENTS’ INTERESTS FIRST. SURE, THAT MEANS
NEVER CHARGING COMMISSIONS ON TRADES AND OFFERING INDUSTRY-LEADING INTEREST ON
YOUR CHEQUING ACCOUNT, BUT IT ALSO MEANS A LOT MORE. LIKE TOTAL TRANSPARENCY
INTO YOUR INVESTMENTS AND AN INNOVATIVE COST STRUCTURE THAT ENSURES WE ONLY DO
WELL WHEN YOU DO.


$50+ BILLION


ASSETS UNDER ADMINISTRATION


$1,000,000


CDIC COVERAGE ON ELIGIBLE DEPOSITS


4X LOWER


MANAGEMENT FEES THAN THE AVERAGE CANADIAN MUTUAL FUND


MAKE MORE ON YOUR EVERYDAY EARNINGS


CASH


EARN HIGH INTEREST AND EXTRA PERKS


GET A MINIMUM 2.75% INTEREST, NO MONTHLY FEES, AND 1% BACK ON YOUR SPENDING IN
STOCK, CRYPTO, OR CASH, WITH CANADA’S HIGHEST INTEREST CHEQUING ACCOUNT.

Start earning


LOW-FEE INVESTING, YOUR WAY


MANAGED INVESTING


CUSTOM PORTFOLIOS, DESIGNED BY EXPERTS


PROFESSIONALLY MANAGED AND TAILORED TO YOUR GOALS, WE'LL DIVERSIFY YOUR
INVESTMENTS TO MAXIMIZE RETURNS AND MINIMIZE RISK.

Make me a portfolio


SELF-DIRECTED INVESTING


TAKE FULL CONTROL OF YOUR TRADES


CHOOSE FROM THOUSANDS OF COMMISSION-FREE STOCKS AND ETFS, OR BUY, SELL, AND
STAKE 70+ CRYPTOCURRENCIES.

Start trading


ZOE WOLPERT, ADVISOR, CIM® (CHARTERED INVESTMENT MANAGER)


MEETING YOU WHERE YOU’RE AT


SPEAK TO AN ADVISOR


PREMIUM AND GENERATION CLIENTS HAVE ACCESS TO GOAL SETTING AND FINANCIAL
PLANNING.


CALL, CHAT, OR EMAIL


HAVE ACCOUNT-RELATED INQUIRIES? OUR TEAM’S HERE 7 DAYS A WEEK TO CONNECT WITH
YOU.


SELF-SERVE HELP


PREMIUM AND GENERATION CLIENTS HAVE ACCESS TO GOAL SETTING AND FINANCIAL
PLANNING.



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