Neo Financial

Simplify your TFSA or RRSP investing with professionally managed porfolios from Neo Invest.

Transfer your TFSA or RRSP to Neo Invest

Set financial targets to customize your investment strategy.

Add investment goals for my Neo Invest account

Review how Neo collects and uses your data to provide personalized services while maintaining strict privacy standards.

How Neo collects and uses personal information

Open a Tax-Free Savings Account (TFSA) within Neo Invest to earn returns without paying tax on your gains.

TFSA for the Neo Invest account

Learn the benefits of opening a Registered Retirement Savings Plan (RRSP).

What is an RRSP?

Learn about Neo's partnership with OneVest and how they manage the portfolios offered by Neo Invest.

Who is OneVest?

Find your account details, update your information, and set up your investment goals.

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