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ModernAdvisor offers a hybrid investment approach that combines technology and human expertise to provide an affordable and comprehensive investment solution. The company believes that everyone should have access to the best investment strategies available, regardless of their account size. Investing can be intimidating, especially for those with limited resources, but ModernAdvisor’s approach simplifies the investment process and makes it accessible to everyone.

ModernAdvisor operates with transparency and charges lower fees than traditional investment management options. The company has a fiduciary duty to its clients, prioritizing their best interests in every decision made. Fees and service fees to chosen financial advisors are always transparent and affordable, with no hidden costs.

The safety of investments is crucial, and ModernAdvisor understands this. The company uses third-party custodians, CI Investment Services (CIIS) and Credential Qtrade Securities (CQS), to hold client assets. CIIS and CQS are members of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), safeguarding billions of dollars for Canadian financial institutions.

Investing doesn’t have to be complex or expensive, and ModernAdvisor’s hybrid approach makes sophisticated investment strategies affordable to everyone. Interested individuals can contact us to learn more about their transparent and low-cost investment management services.

If you need assistance, please contact us.