Your risk level is determined during your onboarding process with OneVest.
A suitable Halal Portfolio is determined for you, based on the information you provided to OneVest during the onboarding process. You are encouraged to book a call with one of the OneVest Portfolio Managers should you wish to review and discuss the portfolio that was recommended for you. To book a call, please first reach out to our support team to initiate the process.
For regulatory reasons, only a OneVest Portfolio Manager may make changes to your portfolio.
Disclaimer:
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.