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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: 20.1%
Risk Level: Medium
Inception: 01-Sep-2023

As of November 30, 2025


Total Returns*

YTD: 20.1%   |   6M: 14.8%   |   1Y: 16.1% 


Since its launch in Sep 2023, this portfolio has returned 24.0% 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 $1,621.42 by November 30 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 Canadian Equities total is 25.5%, the International Equities total is 23.6%, the Money Market/Cash & Net Other Assets is -0.6%, the U.S Equities total is 46.8%, the Crypto total is 2.4%, the Global Equities total is 2.3%, and the fixed income total is 0.0%.

High Growth

Growth

Balanced

Conservative

Investly Growth Portfolio

Year to date performance: 17.3%
Risk Level: Medium
Inception: 01-Sep-2023

As of November 30, 2025


Total Returns*

YTD: 17.3%   |   6M: 12.6%   |   1Y: 14.2% 


Since its launch in Sep 2023, this portfolio has returned 21.4% 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 $1,547.80 by November 30 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, Multi-Sector Fixed income, Crypto, and Global Equities. The Canadian Equities total is 22.1%, the International Equities total is 20.6%, the Money Market/Cash & Net Other Assets is -0.4%, the U.S Equities total is 39.8%, the Crypto total is 2.4%, the Global Equities total is 1.8%, and the fixed income total is 13.6%.

High Growth

Growth

Balanced

Conservative

Investly Balanced Portfolio

Year to date performance: 14.3%
Risk Level: Low to medium
Inception: 01-Sep-2023

As of November 30, 2025


Total Returns*

YTD: 14.3%   |   6M: 10.7%   |   1Y: 11.1% 


Since its launch in Sep 2023, this portfolio has returned 17.2% 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 $1,429.03 by November 30 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, Multi-Sector Fixed income, Crypto, and Global Equities. The Canadian Equities total is 16.1%, the International Equities total is 15.0%, the Money Market/Cash & Net Other Assets is -0.6%, the U.S Equities total is 29.0%, the Crypto total is 1.7%, the Global Equities total is 1.4%, and the fixed income total is 37.5%.

High Growth

Growth

Balanced

Conservative

Investly Conservative Portfolio

Year to date performance: 10.5%
Risk Level: Low to medium
Inception: 01-Sep-2023

As of November 30, 2025


Total Returns*

YTD: 10.5%   |   6M: 7.9%   |   1Y: 7.7% 


Since its launch in Sep 2023, this portfolio has returned 13.0% 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 $1,317.27 by November 30 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, Multi-Sector Fixed income, Crypto, and Global Equities. The Canadian Equities total is 11.0%, the International Equities total is 10.3%, the Money Market/Cash & Net Other Assets is -0.5%, the U.S Equities total is 19.9%, the Crypto total is 0.9%, the Global Equities total is 1.0%, and the fixed income total is 57.4%.

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