That is the response of many Canadians when they first learn how much they are paying in mutual fund fees. How much free time do you have at the end of the day to monitor your investments, research new investments, rebalance, read market updates and other reports to know what is going on in the economy and financial markets? Most people just don’t have the time or the inclination to manage their own investments. Wouldn’t you rather have a professional with decades of experience managing your investments for a low fee?
A Better Way for Canadians to Invest
Ultra Low Cost Portfolios - typically .50 percent to .75 percent means you keep more of your money without sacrificing returns.
Other portfolio options depending on your needs - a blend of passive and actively managed portfolios, just actively managed portfolios from our other portfolio management partners.
Growing With the Market - low-cost portfolios designed by a CFA charterholder and adjusted based on the amount of investment risk you are comfortable taking. Active portfolios designed by well known portfolio managers with a long track record of performance.
Simplicity and Transparency - no commissions, no hidden fees, no conflicts of interest. We have a fiduciary duty to our clients and that means we have your best interest in mind with every decision we make.
Access - easily access your accounts when and where it is convenient for you, no appointment required. Get help by phone, email or online chat and receive top notch customer service.
Hybrid Approach
We believe in a hybrid approach to helping clients and their relationship with their investments.
We provide cutting edge technology to help with:
A simple and streamlined onboarding process.
Portfolio construction and rebalancing
Tracking financial goals
Efficient client communication.
We also pride ourselves in maintaining human expertise and believe this is still essential for:
Relationship management
Goal based planning
Support with onboarding, transfers, or other tasks
Helping you make suitable financial planning decisions and navigating the evolving landscape of personal finance.
ModernAdvisor is registered portfolio manager serving clients in all provinces across Canada and available exclusively through a network of referral partners. We are also proud to be part of Guardian Capital Group since 2020. Guardian Capital has been an active company in the investment community for more than 60 years and is a well known, respected, and diversified financial services firm.