QUICK POINTS

  • First, Mylo automagically rounds up every purchase you make and invests the spare change so you can achieve your financial goals.
  • Then, once plugged in, let the magic happen with Mylo Insights.

ONLINE ADVICE

Tactex Asset Management provides online advice through the Mylo app interface, which was developed by Mylo Financial Technologies.

Using the information provided by clients during the sign-up process, Tactex conducts a Know-Your-Client (KYC) process to better understand three main things: a client’s financial situation, risk profile and financial goals. Based on this information, we recommend an investment portfolio that reflects what the client is trying to achieve.

Clients onboarded via the app are able to make use of its Roundup technology. Mylo automatically rounds up every purchase you make on your linked cards and accounts, then transfers those amounts into an investment account where Tactex can manage it in accordance with your investment profile.

For more details about how online advisers work, please refer to this helpful resource provided by the Autorité des Marchés Financiers:
https://lautorite.qc.ca/en/general-public/investments/tips-for-better-investments/on-line-adviser/

OUR PORTFOLIO MANAGEMENT TEAM FOR MYLO

KEY DOCUMENTS FOR MYLO FUNDS

INVESTMENT MODELS

David Fortin, CFA
David Fortin, CFACOO, CCO and Portfolio Manager
Dr. Liam Cheung, CFA, ASA, Ph.D
Dr. Liam Cheung, CFA, ASA, Ph.D CEO and Senior Portfolio Manager