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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: 11.2%
Risk Level: Medium
Inception: 01-Sep-2023

As of August 31, 2025


Total Returns*

YTD: 11.2%   |   6M: 6.4%   |   1Y: 20.6% 


Since its launch in Sep 2023, this portfolio has returned 22.5% 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 $1,500.96 by August 31 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 46.2%, the International Equities total is 24.6%, the Canadian Equities total is 24.0%, the Crypto total is 3.0%, the Global Equities total is 2.4%, and the Money Market/Cash & Other is 0.0%.

High Growth

Growth

Balanced

Conservative

Investly Growth Portfolio

Year to date performance: 9.8%
Risk Level: Medium
Inception: 01-Sep-2023

As of August 31, 2025


Total Returns*

YTD: 9.8%   |   6M: 5.5%   |   1Y: 18.1% 


Since its launch in Sep 2023, this portfolio has returned 20.3% 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 $1,448.14 by August 31 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 U.S Equities total is 39.3%, the International Equities total is 20.9%, the Canadian Equities total is 21.2%, the Fixed income total is 13.9%, the Crypto total is 3.0%, the Global Equities total is 1.9%, and the Money Market/Cash & Other is 0.0%.

High Growth

Growth

Balanced

Conservative

Investly Balanced Portfolio

Year to date performance: 7.4%
Risk Level: Low to medium
Inception: 01-Sep-2023

As of August 31, 2025


Total Returns*

YTD: 7.4%   |   6M: 3.8%   |   1Y: 13.5% 


Since its launch in Sep 2023, this portfolio has returned 15.9% 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 $1,342.68 by August 31 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 Fixed income total is 37.8%, the U.S Equities total is 28.4%, the International Equities total is 15.0%, the Canadian Equities total is 15.3%, the Crypto total is 2.0%, the Global Equities total is 1.5%, and the Money Market/Cash & Other Assets total is 0.0%.

High Growth

Growth

Balanced

Conservative

Investly Conservative Portfolio

Year to date performance: 5.3%
Risk Level: Low to medium
Inception: 01-Sep-2023

As of August 31, 2025


Total Returns*

YTD: 5.3%   |   6M: 2.2%   |   1Y: 9.6% 


Since its launch in Sep 2023, this portfolio has returned 12.1% 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 $1,256.24 by August 31 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 Fixed income total is 57.8%, the U.S Equities total is 19.4%, the International Equities total is 10.3%, the Canadian Equities total is 10.4%, the Crypto total is 1.1%, the Global Equities total is 1.0%, and the Money Market/Cash & Other is 0.0%.

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