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, […]

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Investing 101 Webinar

Investing 101 Webinar with Navid Boostani, CFA If you’re just getting started with investing and want to learn the basics, we’ve got you covered. On June 9th, we hosted a webinar on the basics of investing. If you missed it, you can watch the recording here: Transcript Welcome to our webinar, my name is Navid Boostani and I’m co-founder and […]

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10 Common Misconceptions About Robo Advisors (Part 2)

Continued from 10 Common Misconceptions About Robo Advisors (Part 1) Misconception #6 – Humans are inherently better investors (and advisors) than robo advisors Intuitively, it seems like humans would have the advantage over technology, that an algorithm could never perform as well as a human advisor. There’s a hesitation in handing over the reins to an unfeeling algorithm, even when […]

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RRSP Deadline – Why You Should Care

RRSP contributions can increase your income tax refund Get those sweet, sweet tax savings. Time is running out to contribute to your RRSP for the 2015 2016 tax year. Why should you care? Read on. But first – do you: Have any outstanding high-interest debt, like credit cards? Unless you have a contribution-matching program through your employer (hello, free money!), the […]

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RRSPs. Should I have one?

Most people know the biggest advantage of using an RRSP is the tax savings. But do you know how to maximize that refund? Or choose when a TFSA might be better? We break it down so you can make those decisions in minutes. Below is a table of the income tax brackets (applicable to BC). Since ModernAdvisor is based in […]

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