Build custom investment strategies

You now have more control over your investment strategy.

Choose from curated strategies, pre-built portfolios like Conservative, Balanced, or Growth, or build a custom allocation by selecting funds and setting your own percentages.

The redesigned strategy flow lets you:

• Browse funds with key metrics, costs, and historical performance

• Set precise allocations for each fund in your portfolio

• Preview your allocation before confirming

• Edit anytime as your goals change

Your strategy determines how new money gets invested. When you transfer money into an investment account, we create buy orders based on your current allocation.

Each account has its own strategy - your TFSA and Investment accounts can all have different allocations.