Investing with OneVest

Overview

• Who manages the OneVest portfolios?
• Why do I need to complete sign-up before speaking with a Portfolio Manager?
• Are my dividends reinvested automatically?
• What asset classes is my portfolio invested in?
• What topics can I discuss with a Portfolio Manager?
• Are my investments insured?

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Accounts & Goals

• How do I close a goal?
• How can I delete my account?
• How do I close an account?

Portfolio Asset Classes and Performance

• Alternative Alpha Portfolio
• Climate Impact Portfolio
• Core Portfolio
• Disruption & Innovation Portfolio
• Halal Portfolio

Transfer Requests

• Can I cancel or reverse a deposit?
• What happens if my deposit fails?
• How do I transfer my account to OneVest?
• How do I make a deposit?
• What happens when I move money from non-registered to registered accounts?
• What do I need to know about withdrawing from my RRSP?

Profile Updates

• How do I increase my risk level?
• How do I make changes to my portfolio?
• Annual Profile Information Update