Investment plans
Structured mandates with published terms
Each plan states its minimum contribution, term length, projected total return and payout structure before you commit. Terms are locked for the life of your allocation.
Starter Portfolio
Moderate risk
6.50%projected total return
- Term
- 30 days
- Minimum
- $100.00
- Maximum
- $4,999.00
- Payout
- Maturity
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Funded in CAD · Canadian entity
Growth Portfolio
Moderate risk
12.00%projected total return
- Term
- 60 days
- Minimum
- $5,000.00
- Maximum
- $24,999.00
- Payout
- Maturity
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Funded in CAD · Canadian entity
Wealth Portfolio
Moderate risk
21.00%projected total return
- Term
- 120 days
- Minimum
- $25,000.00
- Maximum
- $250,000.00
- Payout
- Maturity
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Funded in CAD · Canadian entity
| Plan | Minimum | Maximum | Term | Projected return |
|---|---|---|---|---|
| Starter Portfolio | $100.00 | $4,999.00 | 30 days | 6.50% |
| Growth Portfolio | $5,000.00 | $24,999.00 | 60 days | 12.00% |
| Wealth Portfolio | $25,000.00 | $250,000.00 | 120 days | 21.00% |
Projected returns represent the target outcome of each mandate and are not guaranteed. All investing involves risk, including possible loss of principal.