ModernAdvisor

How do I change my risk level?

RRSP Contribution, tax receipts, tax documents.

Where do I find my Tax Receipts

How do I stop receiving paper statements in the mail?

How do I know if my account is held at Aviso or CI Investment Services?

Why should I choose ModernAdvisor instead of managing my investments myself?

Can spouses household their account profiles so that they can see each others' accounts when online? How can individuals see joint accounts?

Householding Client Profiles & Viewing Joint Accounts

What is ModernAdvisor?

Here are the tax document timelines for you accounts managed by ModernAdvisor. Timelines depend on whether your account is held at CI Investment Services or Aviso Financial.

When Can I Expect to Receive my Tax Slips?

Money-weighted returns reflect the timing of your deposits and withdrawals, which can cause them to differ from a simple growth percentage.

Why does the rate of return on my dashboard not what I expected?

Close my Account

FutureVault

Learn how beneficiary changes work, what documentation is required, and what to expect when updating beneficiary information on your accounts.

Updating Beneficiaries

General Questions

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