You may have questions or need advice from someone both qualified and licensed to provide it.
We invite you to first reach out to our support team - who may be able to help you answer your questions in regards to onboarding and what we have to offer. They will be able to help route any of your investment related questions to one of the registered Portfolio Managers at OneVest. The Canadian Securities Administrators (CSA) requires any discussion related to personal advice or financial guidance to be held between you and a registered portfolio manager.
Why can other firms/apps offer this type of guidance directly?
Simply: other firms may hold different types of registrations with different regulatory bodies.
This means that in some cases, they may be able to offer certain types of advice without needing to connect you with a registered individual.
