ModernAdvisor joins Guardian Capital group of companies

Six years ago we set out to improve and modernize the investing experience for Canadians. Today, we are excited to announce that ModernAdvisor has joined the Guardian Capital group of companies. Our transparent and tech-enabled approach to investing, combined with Guardian Capital’s expertise and resources will help us to better serve our clients and reach even more Canadians. In light […]

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Dream Retirement Contest

Update: This contest is now closed. The lucky winner has been contacted through Facebook and will be announced once they claim their prize! Thank you all for participating. You are leading a busy life and are probably not even thinking about slowing down anytime soon. But have you ever wondered what your ideal retirement will look like? Take a moment […]

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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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Before You Buy: Car Shopping Tips

If you’ve decided to buy a car, you may be feeling a little daunted by the process. You’ve heard that you can save a significant amount of money by simply doing your homework and walking in prepared. But you’re not sure how to prepare yourself.   Don’t worry – we’ve got you covered. We sat down with Phil Lundteigen, a former […]

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Choosing an Online Financial Advisor

This is a guest post written by Robb Engen at Boomer&Echo. Robb is a fee-only advisor and he blogs about Canadian personal finance and investing at Boomer & Echo. Reach him at robbengen@gmail.com   How can you decide which online financial advisor is right for you? An online financial advisor, or what the financial media and investment industry call a […]

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Saving Tips for New Parents

You might already be an expert on saving money when it comes to your own purchases. But if you and your partner are becoming parents for the first time, you likely need a little guidance on how to save money on purchases for your baby.   Take Advantage of Coupons & Samples Many manufacturers give hospitals samples or coupons for […]

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Springboard: ModernAdvisor’s Initiative to Help You Get Started

“The secret of getting ahead is getting started.”, Mark Twain This statement couldn’t be more true when it comes to investing. That’s why I am so very excited to announce that we are making it even easier for Canadians to start investing by launching our Springboard initiative. Under this intiative, ModernAdvisor will invest $1,000 on behalf of our first time […]

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