All posts for Updates

ModernAdvisor Portfolio Change

Since ModernAdvisor launched to the public in January 2016, we haven’t made any changes to the weights of the asset classes in our model portfolios or changed the investments we use in our model portfolios. Effective July 1, we will be adjusting the weight of the ETF we use to represent non-North American developed market stocks. Why? In late December […]

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Introducing One of the Lowest Fees in the Investment Industry

We have been hard at work, developing one of Canada’s most sophisticated technology-driven investment management services. Today, I am excited to announce that ModernAdvisor will also be one of the most cost effective services in Canada. At 0.35% to 0.50% of your investment portfolio per year, ModernAdvisor will cost just a fraction of the average mutual fund in Canada. As […]

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