Private wealth management for your employees
Help your employees invest like the 1%
With Rise Wealth—portfolio management services provided by OneVest—employees can achieve their savings goals and manage risk with a diversified portfolio and a fully automated, digital investing experience.
Actively managed
portfolios
OneVest professional money managers help navigate changing market conditions with the objective of getting better returns with lower risk.
Access to alternative
investments
Balance portfolio risk by investing in exclusive investment strategies such as cryptocurrencies, real estate, infrastructure, and more.
Automated
investing
Automatically schedule investments and direct deposits from any bank account to regularly contribute to your portfolio.
Wealth management, reinvented
in partnership with OneVest
in partnership with OneVest
Employees answer questions about goals, risk, and timelines to get a curated investment portfolio.
Employees can add new funds or transfer existing investments and the minimum to invest is just $1.
Employees can check in anytime on their investment portfolio and make changes whenever they need.
Investment FAQs
We’ve partnered with OneVest Management Inc. (“OneVest”) to offer wealth management services to Rise clients. OneVest is one of the only digital wealth managers in Canada to offer a fully automated, digital goals-based investing experience.
OneVest Management Inc. is a registered Portfolio Manager in each province and territory of Canada and an Investment Fund Manager in the provinces of Alberta, Ontario, Newfoundland and Labrador, and Quebec. Assets in your OneVest accounts are held with CI Investment Services CIIS, a registered investment dealer in each province and territory of Canada, a member of the Investment Industry Regulatory Organization of Canada IIROC. OneVest is a wholly-owned subsidiary of One Wealth Technologies.
Portfolio owners are charged 0.75% on Assets Under Management (AUM) as a discretionary management fee that includes all custody and trade execution charges. Typical fees charged by traditional wealth managers can be 1.5-2.5%. Investment products in a portfolio may also include indirect fees known as Management Expense Ratio (MER) fees which can range from 0.4-0.6% for the overall portfolio. Management fees may also be subject to taxes, depending on where the employee lives in Canada and which account they invest with.
Absolutely. Everyone should be able to achieve their financial goals, regardless of their net worth.
To help employees better plan for the future, they can choose an RRSP, TFSA, or Personal account. Each comes with its own advantages and the major difference between them is how money is taxed on withdrawal.
Rise Wealth (“Rise”) is a strategic partner of OneVest Management Inc. (“OneVest”). OneVest provides wealth management products and services to Rise customers. OneVest is building the future of wealth management. By pairing advice with technology, they create personalized investment solutions to better meet your goals.
OneVest is a registered Portfolio Manager in each province and territory of Canada.