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.
First, tell us what you’re looking for:
INVEST ONLINE
Use our streamlined online account opening to set up your investment accounts with ModernAdvisor. Our smart technology and team of experts do the hard work and manage your investments for a low, transparent fee.
DEDICATED PORTFOLIO MANAGER
Work with a dedicated Portfolio Manager on all your initial and ongoing investment management and financial planning needs. You will have access to your advisor at any time for specific advice and questions.
START YOUR INVESTMENT PLAN
SUPPORTED ACCOUNTS:
RRSP | TFSA | RESP | FAMILY RESP | JOINT | INDIVIDUAL | RRIF | SPOUSAL RRIF | LIRA
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
Over 20 years, you will save $78,764, or about 79% of your initial investment.
Help me understand how this is calculatedThe above calculations compare the difference between a investment in a ModernAdvisor portfolio that costs per year to a investment in a typical 60/40 mutual fund portfolio that costs per year. Both portfolios are assumed to earn a hypothetical return of before fees and are held in non-taxable accounts.
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.
START YOUR INVESTMENT PLAN
SUPPORTED ACCOUNTS:
RRSP | TFSA | RESP | FAMILY RESP | JOINT | INDIVIDUAL | RRIF | SPOUSAL RRIF | LIRA
What our clients are saying about us *
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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.”
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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.”
-
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
START YOUR INVESTMENT PLAN
SUPPORTED ACCOUNTS:
RRSP | TFSA | RESP | FAMILY RESP | JOINT | INDIVIDUAL | RRIF | SPOUSAL RRIF | LIRA
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.
What our clients are saying about us *
-
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.”
-
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.”
-
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
