NEI Investments introduces new cost-efficient portfolios for Canadians combining Vanguard ETFs with active fixed income management

TORONTO, Oct. 13, 2026 /CNW/ -- NEI Investments today announced a product collaboration with Vanguard Investments Canada Inc. The collaboration reflects a shared commitment to helping advisors deliver high-quality, professionally managed portfolios to more Canadians.

The collaboration combines Vanguard's industry leading lineup of ETFs with NEI's asset allocation and portfolio management capabilities to support low-cost and professionally managed investment solutions.

The first result to emerge from this initiative is NEI ETF Portfolios, a suite of three all-in-one portfolios spanning the risk-return spectrum. These low-cost ETF portfolios combine Vanguard equity ETFs with NEI's actively managed fixed income strategies in a professionally managed one-stop solution. The three NEI ETF Portfolios--NEI Conservative Income ETF Portfolio, NEI Balanced ETF Portfolio, and NEI Growth ETF Portfolio--are managed by NEI's Asset Allocation team, which is responsible for strategic asset allocation, rebalancing and ongoing portfolio oversight.

"We are pleased to collaborate with Vanguard on this. They have a well-earned reputation as one of the most trusted names in ETF investing," said Tim Prescott, Senior Vice-President and Head of Asset Management, NEI Investments. "Built on shared values and a common purpose, this collaboration is focused on helping more Canadians access high-quality, low-cost, professionally managed investment solutions."

As one of the world's largest ETF providers, Vanguard provides investment expertise and scale that supports broad global diversification. NEI brings active fixed income expertise, together with a manager-of-managers approach that provides access to world class institutional-calibre investment talent. These combined strengths offer financial advisors a professionally managed and low-cost solution that pairs broad market exposure with active fixed income management.

"Our goal is to provide enduring high-quality investment solutions to Canadians at a low-cost," said Sal D'Angelo, Head of Vanguard Canada. "That is why we are pleased to collaborate with NEI Investments on a solution that combines broad diversification and professional oversight to support long-term investment success for investors and financial advisors."

NEI Investments also launched today the NEI Global Short-Term Bond Fund, sub-advised by Amundi Asset Management and designed for investors seeking steady income with lower interest-rate risk.

The Fund aims to deliver higher yield potential than cash while taking less interest-rate risk than longer-term bond funds. It invests globally in shorter-term, liquid, high-quality bonds. The Fund draws on the fixed income expertise of Amundi, sub-advisor to the long-standing NEI Global Total Return Bond Fund.

About NEI Investments:

Northwest & Ethical Investments L.P. ("NEI Investments" and "NEI") is part of the asset management arm of Aviso Wealth Inc. ("Aviso") -- one of Canada's leading wealth management services providers. NEI has over 40 years of asset management experience and manages over $15 billion in assets as of September 30, 2026. NEI takes a differentiated approach to achieving investment outcomes, leveraging an extensive network of specialized domestic and global money managers, proprietary investment management, asset allocation expertise, and a dedicated responsible investing team. Together, these elements are designed to navigate the dynamics of a changing world, identify unique investment opportunities, and deliver a diverse range of outcomes with financial growth at the core. For more information, visit www.neiinvestments.com. 

About Aviso:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with more than $225 billion in assets under administration and management as of September 30, 2026. Guided by our values -- we care, we dare, we share, we deliver -- we're building a technology-enabled, client-centric wealth management ecosystem for partners, advisors and investors. Aviso supports over 4,600 advisors and nearly 900,000 investors. 

Aviso works with over 450 partner organizations, including nearly all credit unions across Canada, as well as portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our services include an investment and mutual fund dealer, insurance and estate planning, managed assets, online brokerage and automated investing, asset management, and custodial and carrying broker solutions. For more information, visit www.aviso.ca.

About Vanguard:

Canadians own CAD $181 billion in Vanguard assets, including Canadian and U.S.-domiciled ETFs and Canadian mutual funds. Vanguard Investments Canada Inc. manages CAD $139 billion in assets (as of July 30, 2026) with 41 Canadian ETFs and ten mutual funds currently available. The Vanguard Group, Inc. is one of the world's largest investment management companies and a leading provider of company-sponsored retirement plan services. Vanguard manages USD $13.3 trillion (CAD $18.4 trillion) in global assets, including over USD $4.9 trillion (CAD $6.8 trillion) in global ETF assets (as of July 30, 2026). Vanguard has offices in the United States, Canada, Mexico, Europe and Australia. The firm offers 492 funds, including ETFs, to its more than 50 million investors worldwide.

Vanguard operates under a unique operating structure. Unlike firms that are publicly held or owned by a small group of individuals, The Vanguard Group, Inc. is owned by Vanguard's U.S.-domiciled funds and ETFs. Those funds, in turn, are owned by Vanguard clients. This unique mutual structure aligns Vanguard interests with those of its investors and drives the culture, philosophy, and policies throughout the Vanguard organization worldwide. As a result, Canadian investors benefit from Vanguard's stability and experience, low-cost investing, and client focus. For more information, please visit vanguard.ca.

^{Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 2 NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. ("NEI LP"). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. ("Aviso"). Aviso is the sole limited partner of NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by CU CUMIS Wealth Holdings LP, a limited partnership owned by the five provincial credit union centrals and The CUMIS Group Limited.}

SOURCE NEI Investments

Media contact: Simona Ionas, [email protected], 416-770-8967