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Onevest Management Inc.

Address

700 - 2nd Street SW Floor 19
Calgary , Alberta T2P 2W2
Toll Free: 1 (888) 808-0348
yufei@onevest.com
www.onevest.com

Principal Contacts

Emily Wexler
Director of Marketing
Tel: (416) 970 - 2891
emily.wexler@onevest.com

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta*
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec
  • Saskatchewan
  • Northwest Territories
  • Nunavut
  • Yukon

* indicates a physical location in this province

Powering the next generation of wealth

OneVest is a Canadian financial services and technology company on a mission to power the world’s wealth. Its asset manager aims to generate superior risk-adjusted returns through actively managed, highly diversified portfolios. By deploying a disciplined institutional approach, including utilizing both core and alternative asset classes and strategies, OneVest offers sophisticated investment solutions for the modern investor.

One platform to power the entire wealth management value chain: from customer experience and portfolio management to custodian integration and trade execution, and everything in between.

We enable any entity to launch a net-new wealth program or modernize the delivery of their existing one.