About Modernadvisor
Modernadvisor is a Canadian investment management firm based in Vancouver, specializing in providing personalized financial planning and investment solutions. The company focuses on helping clients achieve their financial goals through a combination of technology and expert advice. Modernadvisor offers a range of services including portfolio management, retirement planning, and tax optimization strategies. With a commitment to transparency and client education, the firm aims to empower individuals to make informed financial decisions. The team at Modernadvisor consists of experienced professionals dedicated to delivering tailored investment strategies that align with each client's unique circumstances and objectives.
Company facts
- Industry
- Investment Management
- Sub-industries
- Financial Planning, Portfolio Management, Retirement Planning, Tax Optimization, Wealth Management
- Location
- Vancouver, Canada
- Employees
- 11–50
- Revenue (USD)
- 1–5M
- Founded
- 2015
Products and services
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