Neo Financial

The Modern Way to Money

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We’re reinventing how Canadians spend, save, and grow their money—all together, in one place.

 

“Neo Financial was built on the premise that Canadians have been underserved in their finances for far too long.”
Andrew Chau – Co-founder & CEO

 

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Neo Money

All the best features, all in one place

Unlike at the big banks, get the benefits of a chequing account, savings account, and premium rewards card together for no monthly fees. Earn high interest and instant cashback in one place, along with free everyday transactions and worldwide ATM access.

 

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Neo Card

The ultimate rewards credit card

Get more from your credit card with guaranteed approval, unlimited instant cashback, and no annual fees. Add perks to boost rewards on things you already buy. Use advanced features to split bills, move money, and track your spending in real-time.

 

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Neo Invest

Actively managed investments for everyone

Get the convenience of robo-investing with the comfort of human expertise. Let Neo Invest™—powered by OneVest build you a custom portfolio designed to align with your values, timelines, and risk tolerances.
Start with as little as $1.

 

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Neo Mortgage

Your first step in homeownership

Get advice that feels close to home with personal mortgage advisors that support you every step of the way. Get your best rate and a simpler mortgage experience.

 

Your multi-tool for money

Discover the feeling of total visibility, control, and confidence when your financial life works together effortlessly from the palm of your hand.

Over 10,000 loyalty programs in your pocket

Earn instant cashback everywhere you shop–including at most major gas and grocery stores, restaurants, gyms, and coffee shops.

 

What does this all mean for a sole proprietor Real Estate Professional?

> it’s easy, get set up with Neo Money and Neo Card in less than 5 minutes
> separate your business banking from your personal banking
> add another resource for your clients with Neo Mortgage
> continue growing your financial stability with Neo Invest
> save $$$ on banking fees & get instant cashback

 

To learn more and get started with Neo Financial just follow this link and let the journey begin!

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