We help you get the most out of your money.

Whether you need a hassle-free investment solution or are looking to work one-on-one with a Portfolio Manager, we have you covered.

TRIED AND TESTED METHODOLOGY

We combine Nobel Prize winning research with smart algorithms and expert analysis to find the optimal investment portfolio for you.

See the past performance of our portfolios here.

ULTRA-LOW FEES

When you invest your fee will be $1,700 less than a typical mutual fund portfolio

SAFE AND SECURE

We use bank-level encryption to protect your data. Your account is protected up to $1,000,000 CDN through our custodian partner, Credential Qtrade Securities Inc. under the Canadian Investor Protection Fund (CIPF).

DISCIPLINED REBALANCING

Our intelligent software monitors your accounts everyday and rebalances as needed to make sure your portfolio remains suitable for you.

What our clients are saying about us *


online financial advisor testimonial headshot

Jordan Gutierrez

COO at Wishpond Technologies

“They make investing really easy for me by creating a diversified portfolio that’s tailored to my personal plans and goals – plus, I save a bunch of money. ModernAdvisor is a perfect fit for Canadian investors.”

online financial advisor testimonial headshot

Maryam Antikchi

CTO @ Ecoation Innovative Solution Inc.

“I used to manage all of my investments myself through a brokerage account to avoid paying ridiculous fees. Now I use ModernAdvisor to handle my asset allocation and portfolio rebalancing. I really like the simplicity of it.”

online financial advisor testimonial headshot

Julia Chung

Owner, JYC Financial

“As a financial planner, it makes me happy to see transparent, low-cost, easy-to-use investing options available to Canadians. Companies like ModernAdvisor are levelling the playing field and making high-quality investments accessible to everyone.”


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TAILORED INVESTMENT PORTFOLIOS

Your dedicated Portfolio Manager will design a tailored investment portfolio by taking a holistic view of your household wp-content/themes/modern-advisor-theme and goals – not just the portion we manage.

ADVANCED STRATEGIES TO REDUCE YOUR TAXES

Your dedicated Portfolio Manager will work with you and your financial planner to make sure your portfolio implementation and ongoing trading is as tax-efficient as possible.

PROACTIVE ASSET ALLOCATION TO REDUCE DRAWDOWNS

Our team of experienced and licensed portfolio managers monitor the markets and use a principled and disciplined approach to adjust your portfolio holdings to protect your wealth during a downturn.

AN EXPERT IN YOUR CORNER WHEN MAKING IMPORTANT FINANCIAL DECISIONS

Whether you are renewing a mortgage, choosing your group RRSP investments, or contemplating taking CPP and Old Age Security early, you will have access to expert advice to guide your choice.

1/2 THE FEES OF TRADITIONAL ADVISORS

Smart technology, online meetings, and centralized operations allow us to keep your costs low without sacrificing service or the quality of advice.


Learn how ModernAdvisor can help you get the most out of your money.



What our clients are saying about us *


online financial advisor testimonial headshot

Jordan Gutierrez

COO at Wishpond Technologies

“They make investing really easy for me by creating a diversified portfolio that’s tailored to my personal plans and goals – plus, I save a bunch of money. ModernAdvisor is a perfect fit for Canadian investors.”

online financial advisor testimonial headshot

Maryam Antikchi

CTO @ Ecoation Innovative Solution Inc.

“I used to manage all of my investments myself through a brokerage account to avoid paying ridiculous fees. Now I use ModernAdvisor to handle my asset allocation and portfolio rebalancing. I really like the simplicity of it.”

online financial advisor testimonial headshot

Julia Chung

Owner, JYC Financial

“As a financial planner, it makes me happy to see transparent, low-cost, easy-to-use investing options available to Canadians. Companies like ModernAdvisor are levelling the playing field and making high-quality investments accessible to everyone.”


AS SEEN IN





Still not sure if ModernAdvisor is for you?

Try investing now with an account funded by us. Learn more