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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. 

High Growth

Growth

Balanced

Conservative

Investly High Growth Portfolio

Year to date performance: 2.2%
Risk Level: Medium
Inception: 01-Sep-2023

As of Mar 31, 2025


Total Returns*

YTD: 2.2%   |   6M: 8.0%   |   1Y: 16.7% 


Since its launch in Sep 2023, this portfolio has returned 22.6%

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 $1,380.08 by March 2025. 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 U.S Equities total is 47.1%, the Canadian Equities total is 23.5%, the International Equities total is 24.3%, the Crypto total is 2.5%, the Global Equities total is 2.5%, and the Money Market/Cash & Other is 0.1%.

High Growth

Growth

Balanced

Conservative

Investly Growth Portfolio

Year to date performance: 2.0%
Risk Level: Medium
Inception: 01-Sep-2023

As of Mar 31, 2025


Total Returns*

YTD: 2.0%   |   6M: 7.2%   |   1Y: 15.2% 


Since its launch in Sep 2023, this portfolio has returned 20.7%

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 $1,345.55 by March 2025. 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, Crypto, and Global Equities. The U.S Equities total is 40.1%, the Canadian Equities total is 20.0%, the International Equities total is 20.7%, The bonds total is 14.7% the Crypto total is 2.5%, the Global Equities total is 2.0%, and the Money Market/Cash & Other is 0.1%.

High Growth

Growth

Balanced

Conservative

Investly Balanced Portfolio

Year to date performance: 1.8%
Risk Level: Low to medium
Inception: 01-Sep-2023

As of Mar 31, 2025


Total Returns*

YTD: 1.8%   |   6M: 5.3%   |   1Y: 12.7% 


Since its launch in Sep 2023, this portfolio has returned 16.5%

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 $1,273.39 by March 2025. 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, Crypto, and Global Equities. The bonds total is 39.3%, the U.S Equities total is 28.5%, the Canadian Equities total is 14.2%, the International Equities total is 14.7%, the Crypto total is 1.8%, the Global Equities total is 1.5%, and the Money Market/Cash & Other is 0.1%.

High Growth

Growth

Balanced

Conservative

Investly Conservative Portfolio

Year to date performance: 1.8%
Risk Level: Low to medium
Inception: 01-Sep-2023

As of Mar 31, 2025


Total Returns*

YTD: 1.8%   |   6M: 3.6%   |   1Y: 10.5% 


Since its launch in Sep 2023, this portfolio has returned 13.0%

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 $1,213.77 by March 2025. 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, Crypto, and Global Equities. The bonds total is 59.4%, the U.S Equities total is 19.1%, the Canadian Equities total is 9.5%, the International Equities total is 9.9%, the Crypto total is 1.0%, the Global Equities total is 1.0%, and the Money Market/Cash & Other is 0.1%.

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