You will need to have setup your OneVest account first (click here)
- Once your account is created, click on Add Goal at the Bottom of the page.
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You must first select an investment goal by:
- Defining your time horizon:
- Setting tour target amount:
- Setting your risk tolerance:
- Review your projections then continue:
- Select the type of account you wish to setup:
- If you already have an existing account type, you will be offered a choice between using it or creating a new one; otherwise you will automatically skip this step:
- Select the RESP account type (generally if you have more than 1 child, you choose the Family option):
- Enter your child's information:
- Review and add additional children as case may dictate:
- Confirm guardianship status:
- Confirm grants:
- Apply portfolio theme to account:
- Read and confirm disclosures:
- Review and consent to agreements:
- And Alhamduli’Allah you're done!
Disclaimer:
Investment Fund and Portfolio Management Services are provided by OneVest. OneVest is the platform provider for managing your investment goals and services. Manzil serves as a Shariah compliance consultant for certain investment options, ensuring that they meet Islamic finance principles.
Please be aware that setting goals on the OneVest platform does not guarantee returns. All investments carry risk, including the potential for loss.
Manzil Invest is a strategic partnership between Manzil and OneVest Management Inc (“OneVest”). 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 Management Inc. 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.
