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Company Information

Get to know ModernAdvisor

Founded in 2013, ModernAdvisor Canada Inc. was one of Canada's first digital investment managers (robo-advisors). The company's mission is to make sophisticated, personalized investment management accessible and affordable for all Canadians by leveraging technology. It offers clients diversified portfolios composed primarily of Exchange-Traded Funds (ETFs) and provides both fully-managed accounts and access to a financial advisor. In 2018, ModernAdvisor was acquired by Guardian Capital Group Limited, a large, independent financial services company, but continues to operate under its own brand.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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ModernAdvisor

Canada

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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Traffic & Engagement

2.67

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Regulated

TrustFinance

(968 reviews)

Singapore

2020

(5 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.