Our smart technology and experienced portfolio managers simplify the investment process for all of your financial goals.
As a client, you can take comfort in knowing that ModernAdvisor is registered as a portfolio manager with securities regulators in all Canadian provinces.
We partner with third-party custodians who safeguard billions of dollars for Canadian financial institutions. These custodians also provide protection to investors through their coverage with the Canadian Investor Protection Fund (CIPF).
Our parent company, Guardian Capital Group Limited, has over six decades of institutional investment management experience. It strives to maintain the high values of stability, trustworthiness, and integrity.
Investing, simplified.
Easy paperless account opening and on demand access on mobile and web provide a seamless journey tailored to your goals and preferences.
ModernAdvisor’s approach seeks to balance the potential downturns in one region by opportunities in another, with the goal of reducing risks and building a solid foundation for growth.
When it comes to investing, we don’t believe one size fits all. We offer cost-efficient passive ETF portfolios, actively managed portfolios, and a professionally managed blend of active and passive investments.
ModernAdvisor's investment strategies seek to achieve tax efficient outcomes, including tax-loss harvesting to reduce your capital gains taxes.
We work towards maximizing your savings with our tailored investment portfolios. We adjust for your goals, timeline, and risk tolerance. Let us manage your investments and do the work for you.
Let us help you to meet your retirement goals by opening a Registered Retirement Savings Plan (RRSP). Whether you're at the start of your career or nearing retirement, we offer a globally diversified portfolio tailored for your needs.
Plan for the future by opening a ModernAdvisor Registered Education Savings Plan (RESP). Take advantage of the Canada Education Savings Grant and an intelligently managed portfolio that evolves as your child grows.
We partner with you to achieve your financial aspirations, whether you aim to maintain or grow your wealth. Our passive and actively managed portfolios, managed by experienced portfolio managers, are customized to your unique goals.
Our goal is to empower Canadians with disabilities to secure a brighter future. Benefit from ModernAdvisor’s Registered Disability Savings Plans (RDSP) with managed portfolios tailored to your needs, complemented by a full range of suitable government bonds, in addition to accessing the Canada Disability Savings Grant.
…by creating a diversified portfolio that’s tailored to my personal plans and goals.
Jordan Gutierrez
COO at Wishpond
Technologies
…and I appreciate the support I have received to date. I have referred my daughter and son-in-law, son and daughter-in-law, and a good friend.
Thomas S.
Retiree
As your portfolio manager, we have a fiduciary duty to manage your investments with your best interests at the forefront.
See Our Portfolios
