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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The Best Financial Advice I Ever Got

This post is part of a series, where we ask some of Canada’s top personal finance bloggers to weigh in on topics that matter to Canadians. Click here for the full list of our favourite personal finance bloggers in Canada, or check out our curated Twitter list to follow them on Twitter. In November, we asked what Millennials should be doing to improve their […]

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RESPs – Individual or Family?

RESPs: Benefits of Both Individual and Family Plans In either type of RESP, you can apply for the Canada Education Savings Grant (CESG), the additional CESG if applicable, and other government grants. All of the other rules around contribution limits and the government grants are the same. Contrary to popular belief, you can transfer funds between individual plans, just like […]

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