Get your first 10K managed for free

At ModernAdvisor, our goal is to help you meet your goals faster. And while we pride ourselves on offering professional investment management at a very low cost, we wanted to make it even easier to choose us to manage your investments. That’s why we’ve decided to eliminate management fees altogether if your total invested with us is 10K or less. […]

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5 Reasons to Start an RESP

In today’s knowledge-driven world, a post-secondary education is more important than ever. But because of increasing tuition costs, many students need their family’s support to pay for a college education. To help families save for their children’s post-secondary education, the government of Canada introduced the Registered Education Savings Plan (RESP) back in 1972. RESPs have evolved substantially since then and […]

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Socially Responsible ETFs

ModernAdvisor was the first online investment advisor (aka robo-advisor) in Canada to offer a socially responsible investment option back in February 2016.  At that time SRI options in the ETF space were much more limited than we would have liked, as a result our SRI portfolios did not have any non-North American developed market or emerging market exposure.  We’ve since […]

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Socially Responsible Investing

What is Socially Responsible Investing? Socially responsible investing is an umbrella term for many different investment approaches including ethical investing, green investing, sustainable investing, and impact investing.  The differences come down to how they implement their approach to investing responsibly.  Socially responsible investing distinguishes itself from “regular investing” by considering environmental, social and corporate governance issues, not just financial returns. […]

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Fees, Facts, and Fiction

According to renowned investment consultant, Charles Ellis, investors innocently describe mutual fund fees with one four-letter word and one number – both word and number are wrong. The word is “only,” and the number is often “1%.” So, when referring to mutual fund fees, we end up with statements like “It’s only 1%.” That may be true in the United […]

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