FOR ILLUSTRATIVE PURPOSES ONLY
FOR ILLUSTRATIVE PURPOSES ONLY
Our smart technology and experienced portfolio managers simplify the investment process for all of your financial goals.
Trust that lets you sleep at night
Regulated
As a client, you can take comfort in knowing that ModernAdvisor isregistered as a portfolio manager with securities regulators in allCanadian provinces.
Protected
We partner with third-party custodians who safeguard billions ofdollars for Canadian financial institutions. These custodians alsoprovide protection to investors through their coverage with theCanadian Investor Protection Fund (CIPF).
Backed by Guardian Capital Group Limited
Our parent company, Guardian Capital Group Limited, has over sixdecades of institutional investment management experience. It strivesto maintain the high values of stability, trustworthiness, andintegrity.
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Regulated
As a client, you can take comfort in knowing that ModernAdvisor isregistered as a portfolio manager with securities regulators inall Canadian provinces.
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Protected
We partner with third-party custodians who safeguard billions ofdollars for Canadian financial institutions. These custodians alsoprovide protection to investors through their coverage with theCanadian Investor Protection Fund (CIPF).
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Backed by Guardian Capital Group Limited
Backed by Guardian Capital Group Limited
Our parent company, Guardian Capital Group Limited, has over sixdecades of institutional investment management experience. Itstrives to maintain the high values of stability, trustworthiness,and integrity.
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Designed for Modern Investors
Easy paperless account opening and on demand access on mobileand web provide a seamless journey tailored to your goals andpreferences.
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Globally Diversified Investments
ModernAdvisor’s approach seeks to balance the potentialdownturns in one region by opportunities in another, with thegoal of reducing risks and building a solid foundation forgrowth.
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Active and Passive Investing
When it comes to investing, we don’t believe one size fitsall. We offer cost-efficient passive ETF portfolios, activelymanaged portfolios, and a professionally managed blend ofactive and passive investments.
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Tax-efficient Strategies
ModernAdvisor's investment strategies seek to achieve taxefficient outcomes, including tax-loss harvesting to reduce your capital gains taxes.
Investing for any goal
We work towards maximizing your savings with our tailored investmentportfolios. We adjust for your goals, timeline, and risk tolerance. Let usmanage your investments and do the work for you.
Retirement
Savings
Retirement
Savings
Let us help you to meet your retirement goals by opening aRegistered Retirement Savings Plan (RRSP). Whether you're at thestart of your career or nearing retirement, we offer a globallydiversified portfolio tailored for your needs.
Education
Savings
Education
Savings
Plan for the future by opening a ModernAdvisor RegisteredEducation Savings Plan (RESP). Take advantage of the CanadaEducation Savings Grant and an intelligently managed portfoliothat evolves as your child grows.
General
Investing
General
Investing
We partner with you to achieve your financial aspirations, whetheryou aim to maintain or grow your wealth. Our passive and activelymanaged portfolios, managed by experienced portfolio managers, arecustomized to your unique goals.
Disability
Savings (RDSP)
Disability
Savings (RDSP)
Our goal is to empower Canadians with disabilities to secure abrighter future. Benefit from ModernAdvisor’s RegisteredDisability Savings Plans (RDSP) with managed portfolios tailoredto your needs, complemented by a full range of suitable governmentbonds, in addition to accessing the Canada Disability SavingsGrant.
Retirement Savings
Let us help you to meet your retirement goals by opening a RegisteredRetirement Savings Plan (RRSP). Whether you're at the start of yourcareer or nearing retirement, we offer a globally diversifiedportfolio tailored for your needs.
Education Savings
Plan for the future by opening a ModernAdvisor Registered EducationSavings Plan (RESP). Take advantage of the Canada Education SavingsGrant and an intelligently managed portfolio that evolves as yourchild grows.
General Investing
We partner with you to achieve your financial aspirations, whether youaim to maintain or grow your wealth. Our passive and actively managedportfolios, managed by experienced portfolio managers, are customizedto your unique goals.
Disability Savings (RDSP)
Our goal is to empower Canadians with disabilities to secure abrighter future. Benefit from ModernAdvisor’s Registered DisabilitySavings Plans (RDSP) with managed portfolios tailored to your needs,complemented by a full range of suitable government bonds, in additionto accessing the Canada Disability Savings Grant.
What our clients say
They make investing really easy for me...
…by creating a diversified portfolio that’s tailored to my personalplans and goals.
Jordan Gutierrez
COO at Wishpond
Technologies
The costs are reasonable, contact is easy and informative…
…and I appreciate the support I have received to date. I havereferred my daughter and son-in-law, son and daughter-in-law, and agood friend.
Thomas S.
Retiree
We have a fiduciary
responsibility to you
As your portfolio manager, we have a fiduciary duty to manage yourinvestments with your best interests at the forefront.
