Modern Advisor

Q: What is Modern Advisor's official website?

Modern Advisor's official website is www.modernadvisor.ca

Q: What is Modern Advisor's Revenue?

Modern Advisor's revenue is <$5 Million

Q: How many employees does Modern Advisor have?

Modern Advisor has 11-50 employees

Q: What industry does Modern Advisor belong to?

Modern Advisor is in the industry of: Finance , Software , Securities Trading

Q: What is Modern Advisor competition?

Modern Advisor top competitors include: Provisus Wealth Management , Saxon Funds Management , Generation PMCA , Manulife Investment Management

Q: What companies has Modern Advisor acquired?

Modern Advisor has acquired the companies: Desjardins Payment Solutions, Guardian Capital Group, Caisse Desjardins de La Nouvelle-Beauce, ICPEI Holdings

Q: What technology does Modern Advisor use?

Some of the popular technologies that Modern Advisor uses are: Adobe Typekit, Google Tag Manager, GoDaddy DNS, Starfield Technologies

Q: How do I contact Modern Advisor?

Modern Advisor contact info: Phone number: (888) 365-0075 Website: www.modernadvisor.ca

Q: What does Modern Advisor do?

Modern Advisor Canada Inc. offers managed investing services that simplify the investment process for clients with diverse financial goals. They provide tailored investment portfolios, including options for retirement savings, education savings, general investing, and disability savings, all designed to meet individual needs and risk tolerances. Ba... cked by Guardian Capital Group Limited, the company emphasizes responsible investing and regulatory compliance, ensuring client protection through partnerships with third-party custodians. Their innovative technology and experienced portfolio managers aim to deliver globally diversified investments and tax-efficient strategies. Read More

Q: What are Modern Advisor social media links?

Modern Advisor Linkedin page Modern Advisor Twitter page Modern Advisor Facebook page

Finance · Canada · 11-50 Employees

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Overview

Headquarters

1075 W Georgia St 1880, Vancouver, Briti...

Phone Number

(888) 365-0075

Website

www.modernadvisor.ca

Revenue

<$5 Million

Industry

About Modern Advisor

Modern Advisor Canada Inc. offers managed investing services that simplify the investment process for clients with diverse financial goals. They provide tailored investment portfolios, including options for retirement savings, education savings, general investing, and disability savings, all designed to meet individual needs and risk tolerances. Backed by Guardian Capital Group Limited, the company emphasizes responsible investing and regulatory compliance, ensuring client protection through partnerships with third-party custodians. Their innovative technology and experienced portfolio managers aim to deliver globally diversified investments and tax-efficient strategies.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Modern Advisor Org Chart

Navid Boostani

President & Chief Executive Officer

Phone

Tom Chipman

Director, Partnerships & Solutions Advisor

Phone

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Scott Baker

Portfolio Manager, Client & Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Modern Advisor

<$5M

11-50

Private

<$5M

2013

Navid BoostaniPresident & CEO

Manulife Investment Manag...

$8M

1-10

Private

2000

Brian AlbertManaging Director

Saxon Funds Management

$6.7M

11-50

Private

1985

N/A

Provisus Wealth Managemen...

<$5M

11-50

Private

2007

Christopher AmbridgePresident & Chief Investment Officer

VA Investment Software

<$5M

11-50

Private

N/A

Generation PMCA

<$5M

1-10

Private

Manchula SrikarunaChief Financial Officer

Evolution Wealth Manageme...

<$5M

1-10

Private

2015

N/A

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Modern Advisor Tech Stack

A closer look at the technologies used by Modern Advisor

Starfield Technologies

starfield technologies

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Frequently Asked Questions Regarding Modern Advisor

What is Modern Advisor's official website?

Modern Advisor's official website is www.modernadvisor.ca

What is Modern Advisor's Revenue?

Modern Advisor's revenue is <$5 Million

What is Modern Advisor's SIC code?

Modern Advisor's SIC: 62,628

What is Modern Advisor's NAICS code?

Modern Advisor's NAICS: 52,523

How many employees does Modern Advisor have?

Modern Advisor has 11-50 employees

What industry does Modern Advisor belong to?

Modern Advisor is in the industry of: Finance, Software, Securities Trading

What is Modern Advisor competition?

Modern Advisor top competitors include: Provisus Wealth Management, Saxon Funds Management, Generation PMCA, Manulife Investment Management

What companies has Modern Advisor acquired?

Modern Advisor has acquired the companies: Desjardins Payment Solutions, Guardian Capital Group, Caisse Desjardins de La Nouvelle-Beauce, ICPEI Holdings

What technology does Modern Advisor use?

Some of the popular technologies that Modern Advisor uses are: Adobe Typekit, Google Tag Manager, GoDaddy DNS, Starfield Technologies

How do I contact Modern Advisor?

Modern Advisor contact info: Phone number: (888) 365-0075 Website: www.modernadvisor.ca

What does Modern Advisor do?

What are Modern Advisor social media links?

Modern Advisor Linkedin page Modern Advisor Twitter page Modern Advisor Facebook page

Is Modern Advisor a public company?

Modern Advisor is private company therefore does not currently have an official ticker symbol

See more information about Modern Advisor

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