Modern Advisor
Finance · Canada · 11-50 Employees
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Overview
Headquarters
1880 1075 West Georgia St, Vancouver, Br...Phone Number
(888) 365-0075Website
www.modernadvisor.caRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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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
Modern Advisor Org Chart
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2015
Private Equity
$2.2M
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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... Read More
