Your portfolios are actively managed by OneVest Portfolio Managers (PMs) who are registered with the Canadian Securities Administrators.*
OneVest Portfolio Managers manage your portfolio on a discretionary basis - which means that the team has a fiduciary duty to only act in your best interest when making investment decisions on your behalf to help you achieve your investment goals.
Of course, we encourage you to reach out to our Portfolio Management team if you'd ever like to learn more about your portfolio and/or how it is managed for you. However, there are only certain topics that are appropriate to discuss with a PM.
If you would like to speak with a PM, ensure that you have completed the sign-up process first, and then contact our support team to initiate the process.
Disclaimers:
*Manzil Invest is a strategic partnership between Manzil and OneVest Management Inc. OneVest offers wealth management products and services to Manzil customers. OneVest Management Inc. is a registered Portfolio Manager in each of the provinces and territories of Canada and as an Investment Fund Manager in the provinces of Alberta, Ontario, Newfoundland and Labrador, and Quebec. Assets in your OneVest accounts are held with various custodians, each registered as an investment dealer with the applicable securities regulators. All custodians are members of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (CIPF). OneVest is a wholly-owned subsidiary of OneVest Technologies Inc. All trademarks are the property of their respective owners. OneVest will determine what investments are suitable for you.
** Your capital is at risk with any type of investment. The value of your portfolio can increase or decrease. Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives, and risk tolerance. The value of investments and the income derived from investments will fluctuate and can go down as well as up. A loss of principal may occur.