THE OLD WAY

THE NEW WAY

FEES

FEES

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THE MODERN WAY

Ultra-Low-Cost Portfolios

Typically 0.5% to 0.75%

Low management fees + low-cost ETFs means you keep more of your own money, without sacrificing returns.

THE OLD WAY

High-fee Investments

Typically 2.4%

Among the highest in the world! Just because you’re paying more, doesn’t mean you’re getting more. Studies have shown that fees are one of the best indicators of performance (higher fees correlate to lower performance).

PERFORMANCE

PERFORMANCE

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THE MODERN WAY

Growing with the Market

Portfolios designed to keep pace with the markets. Your portfolio is designed by a CFA charterholder, and adjusted based on the amount of investment risk you’re comfortable taking.

THE OLD WAY

Chasing Returns

Active management means trying to pick the winners and time the market. Research shows that this approach (aka “the loser’s game”) rarely works for the average investor.

TRANSPARENCY

TRANSPARENCY

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THE MODERN WAY

Focus on Simplicity

No commissions, no hidden fees, no conflicts of interest. We have a fiduciary duty to our clients, that means we’ve got your best interest in mind with every decision we make.

THE OLD WAY

Needlessly Complex

Almost everything in the financial industry is more complicated than it needs to be. This can make it hard to know how your investments are really performing, and how much you’re losing to fees.

ACCESS

ACCESS

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THE MODERN WAY

On Demand

Sign up and access your accounts when and where it’s convenient for you – no appointment required. View your dashboard on your desktop or mobile device, and get help by phone, email, or online chat.

THE OLD WAY

Appointment Only

Before now, getting help with your investments meant booking an appointment and filling out paper forms. Nowadays, nearly everything can be done online, and we believe investments are no different.

WHY IT WORKS

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Warren Buffet

Berkshire Hathaway

Indexing is Smart

“A low-cost index fund is the most sensible equity investment for the great majority of investors.”

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John Oliver

Last Week Tonight

ETFs Keep Costs Low

“Think of fees like termites: they’re tiny, barely noticeable, and they can eat away your f***ing future.”

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Rob Carrick

The Globe and Mail

Technology makes it easy and affordable

“Robo-advisers are a far better option than an adviser who merely sells mutual funds with the high fees that are common in the industry.”

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Try us out, risk free

Test-drive ModernAdvisor for a month (using $1,000 of our money), and enjoy an industry-leading dashboard and user experience built by a world-class investing and technology team.

And if you decide to open a real account at the end of your trial, you can even keep any gains earned during your trial.



Still not sure if ModernAdvisor is for you?

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