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With smart strategies and a portfolio matched to your goals, your money can work harder for you.

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How we find your perfect match.

We take the guesswork out of investing by matching you with the portfolio that suits your goals and risk tolerance. After completing a quick questionnaire, you’ll be matched to one of our portfolios based on your profile. 

Investly High Growth Portfolio

Year to date performance: 14.3%
Built for highest-risk investors
Inception: 01-Sep-2023

As of August 31, 2026


Total Returns*

YTD: 14.3%   |   6M: 7.9%   |   1Y: 22.3% 


Since its launch in Sep 2023, this portfolio has returned 22.4% on an annualized basis

A line graph titled 'High Growth Investment Performance,' illustrating trends over time. The graph features labeled axes for time (X-axis) and performance metrics (Y-axis). The growth of $1,000, which starts September 2023, reaches $1,835.47 by August 31 2026. The lines are color-coded to represent different investment strategies or categories, with markers or data points emphasizing key values.

 

Investment Mix†

An infographic titled 'High Growth Investment Mix,' featuring a visual representation of different investment categories. The graphic includes labeled sections with varying colors to indicate allocation percentages for categories such as US Equities, Canadian Equities, International Equities, Crypto, and Global Equities. The Canadian Equities total is 23.3%, the International Equities total is 23.4%, the Money Market/Cash & Net Other Assets is -0.1%, the U.S Equities total is 48.0%, the Crypto total is 3.1%, the Global Equities total is 2.3%, and the fixed income total is 0.0%.

Investly Growth Portfolio

Year to date performance: 12.1%
Built for high-risk investors
Inception: 01-Sep-2023

As of August 31, 2026


Total Returns*

YTD: 12.1%   |   6M: 6.6%   |   1Y: 19.1% 


Since its launch in Sep 2023, this portfolio has returned 19.9% on an annualized basis

A line graph titled 'Growth Investment Performance,' illustrating trends over time. The graph features labeled axes for time (X-axis) and performance metrics (Y-axis). The growth of $1,000, which starts September 2023, reaches $1,724.40 by August 31 2026. The lines are color-coded to represent different investment strategies or categories, with markers or data points emphasizing key values.


Investment Mix†

An infographic titled 'Growth Investment Mix,' featuring a visual representation of different investment categories. The graphic includes labeled sections with varying colors to indicate allocation percentages for categories such as US Equities, Canadian Equities, International Equities, Bonds, Multi-Sector Fixed income, Crypto, and Global Equities. The Canadian Equities total is 20.0%, the International Equities total is 20.2%, the Money Market/Cash & Net Other Assets is 0.0%, the U.S Equities total is 41.4%, the Crypto total is 3.2%, the Global Equities total is 1.9%, and the fixed income total is 13.4%.

Investly Balanced Portfolio

Year to date performance: 8.8%
Built for medium-risk investors
Inception: 01-Sep-2023

As of August 31, 2026


Total Returns*

YTD: 8.8%   |   6M: 4.1%   |   1Y: 13.9% 


Since its launch in Sep 2023, this portfolio has returned 15.2% on an annualized basis

A line graph titled 'Balanced Investment Performance,' illustrating trends over time. The graph features labeled axes for time (X-axis) and performance metrics (Y-axis). The growth of $1,000, which starts September 2023, reaches $1,529.85 by August 31 2026. The lines are color-coded to represent different investment strategies or categories, with markers or data points emphasizing key values.


Investment Mix†

An infographic titled 'Balanced Investment Mix,' featuring a visual representation of different investment categories. The graphic includes labeled sections with varying colors to indicate allocation percentages for categories such as Bonds, US Equities, Canadian Equities, International Equities, Multi-Sector Fixed income, Crypto, and Global Equities. The Canadian Equities total is 14.6%, the International Equities total is 14.7%, the Money Market/Cash & Net Other Assets is -0.1%, the U.S Equities total is 30.4%, the Crypto total is 2.0%, the Global Equities total is 1.5%, and the fixed income total is 37.0%.

Investly Conservative Portfolio

Year to date performance: 5.7%
Built for low-risk investors
Inception: 01-Sep-2023

As of August 31, 2026


Total Returns*

YTD: 5.7%   |   6M: 2.1%   |   1Y: 10.0% 


Since its launch in Sep 2023, this portfolio has returned 11.4% on an annualized basis

A line graph titled 'Conservative Investment Performance,' illustrating trends over time. The graph features labeled axes for time (X-axis) and performance metrics (Y-axis). The growth of $1,000, which starts September 2023, reaches $1,381.38 by August 31 2026. The lines are color-coded to represent different investment strategies or categories, with markers or data points emphasizing key values.


Investment Mix†

An infographic titled 'Conservative Investment Mix,' featuring a visual representation of different investment categories. The graphic includes labeled sections with varying colors to indicate allocation percentages for categories such as Bonds, US Equities, Canadian Equities, International Equities, Multi-Sector Fixed income, Crypto, and Global Equities. The Canadian Equities total is 10.0%, the International Equities total is 10.1%, the Money Market/Cash & Net Other Assets is 0.0%, the U.S Equities total is 20.9%, the Crypto total is 1.0%, the Global Equities total is 1.0%, and the fixed income total is 57.0%.

Investly Conservative Income Portfolio

Year to date performance: 3.1%
Built for low-risk investors
Inception: 03-Jun-2025

As of August 31, 2026


Total Returns*

YTD: 3.1%   |   6M: 0.1%   |   1Y: 5.6% 


Since its launch in Jun 2025, this portfolio has returned 6.0% on an annualized basis

A line graph titled 'Conservative Income Investment Performance,' illustrating trends over time. The graph features labeled axes for time (X-axis) and performance metrics (Y-axis). The growth of $1,000, which starts June 2025, reaches $1,074.95 by August 31 2026. The lines are color-coded to represent different investment strategies or categories, with markers or data points emphasizing key values.


Investment Mix†

An infographic titled 'Conservative Investment Mix,' featuring a visual representation of different investment categories. The graphic includes labeled sections with varying colors to indicate allocation percentages for categories such as Bonds, US Equities, Canadian Equities, International Equities, Multi-Sector Fixed income, Crypto, and Global Equities. The Canadian Equities total is 5.2%, the International Equities total is 5.2%, the Money Market/Cash & Net Other Assets is 0.0%, the U.S Equities total is 10.3%, the Crypto total is 0.6%, the Global Equities total is 0.5%, and the fixed income total is 78.3%.

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