Managed

The market, every week, without the decision.

Choose a portfolio. Set a weekly contribution. Five risk profiles, from full equity to capital preservation. Managed automatically.

Download the app

How It Works

01Set your contribution

Choose a weekly amount. It withdraws automatically on schedule. The amount can be changed or paused at any time.

02Choose your portfolio

Select from five risk profiles. From full equity to capital preservation. The allocation is managed automatically. You set the risk level once.

03Weekly, automatically

Contributions run on schedule regardless of market conditions. That consistency is the point, not a feature.

The default is the market. Managed makes that the practice.

Why This Compounds

The most costly investing mistake most people make is not choosing the wrong stock. It is selling during a downturn, pausing contributions when conviction weakens, or waiting for the right moment to start.

Removing the decision removes the moment of failure. Weekly contributions accumulate through market cycles without requiring the investor to make a correct call at the wrong time.

Managed is not passive. It is disciplined. The discipline is in the consistency, not the strategy.

Regulatory & Institutional

Regulatory Standing

IntelligentInvesting Wealth Management Inc. is registered in each province and territory where it conducts business and is subject to regulation by the applicable provincial or territorial securities regulatory authority, with the Autorité des Marchés Financiers (AMF) serving as its principal regulator.

Investor Protection

Investment accounts held with CI Investment Services Inc., a custodian, are protected by CIPF in accordance with its coverage policy. A brochure describing the scope and nature of coverage, as well as the limitations and exclusions of coverage, is available upon request.

Portfolio Manager

Investment accounts are opened with IntelligentInvesting Wealth Management Inc., a registered portfolio manager.

Institutional Backing

[Institutional backing and public company reference — Proof & Facts source and investor-facing route required before publish]

Portfolio Types

Equity Growth100% Equity
Balanced Growth70% Equity / 30% Fixed Income
Balanced50% Equity / 50% Fixed Income
Balanced Income70% Fixed Income / 30% Money Market
Cautious Income100% Money Market

Portfolio Performance

Net of Fees — As of May 29, 2026

YTD

10Y*

Equity Growth100% Equity

6.71%

11.54%

11.70%

29.70%

23.36%

15.14%

16.25%

Balanced Growth70% Equity / 30% Fixed Income

4.71%

7.78%

8.56%

21.56%

17.45%

10.65%

11.89%

Balanced50% Equity / 50% Fixed Income

3.37%

5.27%

6.47%

16.13%

13.51%

7.67%

8.99%

Balanced Income70% Fixed Income / 30% Money Market

0.08%

−0.53%

1.14%

2.50%

3.65%

1.06%

1.80%

Cautious Income100% Money Market

0.18%

0.54%

0.90%

2.35%

3.65%

3.09%

2.00%

S&P 500 (CAD)**Benchmark — As of Jan 30, 2026

6.54%

11.63%

11.82%

30.03%

24.16%

17.19%

16.25%

*10 year performance for the IntelligentInvesting portfolios is not available. Numbers are based on historical S&P indices that closely match the composition of the IntelligentInvesting portfolios. **Benchmark returns are shown gross of fees. Portfolio returns reflect actual net-of-fee performance.