Your portfolios are actively managed by OneVest Portfolio Managers (PMs) who are registered with the Canadian Securities Administrators.
OneVest Portfolio Managers manage your portfolio on a discretionary basis - which means that the team has a fiduciary duty to only act in your best interest when making investment decisions on your behalf to help you achieve your investment goals.
Of course, we encourage you to reach out to our Portfolio Management team if you'd ever like to learn more about your portfolio and/or how it is managed for you. However remember, there are only certain topics that are appropriate to discuss with a PM.
If you would like to speak with a PM, ensure that you have completed the sign-up process first, and then contact our support team to initiate the process.