crm2

Introducing Custom Portfolios

Custom Portfolios: Automation Meets Customization When it comes to investing, we truly believe that simple is better. And for most Canadians, a simple, well-diversified portfolio of low-cost ETFs is the best long-term investment strategy available. We started ModernAdvisor as a cost-effective way to build and rebalance those portfolios. And while our broad range of standard portfolios work well for most investors, […]

Read more

Custom Portfolios
by ModernAdvisor| 

Understanding Investment Fees

Investment fees are a hot topic these days.  Up until recently the investment industry has done a poor job of disclosing their fees, and have assumed that their clients will read the materials they received on the funds they are sold.  This lack of transparency allowed some firms to charge outrageously high fees for their services with their clients often […]

Read more

investment fees
by Isaac Schweigert|