OneVest manages your portfolio on a discretionary basis, which means OneVest manages your money on your behalf and you don't need to do anything. OneVest monitors your portfolio on a daily basis and will rebalance it when necessary.
Should your risk tolerance or investment objective change, OneVest may adjust your portfolio as needed.
If you want to review the portfolio you are invested in, please book some time with one of OneVest's portfolio managers who will walk you through the process Inshā Allāh.
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.
