Modern Advisor Canada
Latest round
- Seed
Last raised
- Oct 2014
Total raised
- $0.5M
Investors
- 1
About Modern Advisor Canada
Modern Advisor Canada Inc.Founded in 2013 in Vancouver, Canada, Modern Advisor Canada Inc. focuses on delivering personalized investment management services.Modern Advisor Canada Inc. offers a comprehensive range of investment management services aimed at helping clients meet their financial objectives. The firm provides cost-efficient passive ETF portfolios, actively managed portfolios, and integrated strategies that combine both investment approaches. Services include support for clients saving for retirement with Registered Retirement Savings Plans (RRSP), education through Registered Education Savings Plans (RESP), and disability savings via Registered Disability Savings Plans (RDSP).Modern Advisor generates revenue through asset management fees associated with its investment services. Clients open accounts for specific objectives like RRSPs and RESPs, incurring fees based on asset value. For example, management fees for an RRSP are structured as a percentage of the total investment portfolio value, maintaining a direct client-to-consumer relationship that allows for straightforward management of financial portfolios.Modern Advisor Canada Inc. is focused on expanding its product offerings and market presence. The firm aims to launch new investment products designed specifically for evolving market demands, with timelines for rollout planned for 2024. Additionally, expansion efforts are set to target new geographic regions within Canada, with particular attention to urban centers poised for growth.2 mn will be strategically utilized to enhance product development and bolster marketing initiatives, ensuring the firm can effectively reach and serve new clients.
Who invested in Modern Advisor Canada
1 investor across 1 round
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Funding rounds
Seed
Oct 1, 2014
Amount
$0.5M
Investors
Questions about Modern Advisor Canada
Who invested in Modern Advisor Canada?
Modern Advisor Canada has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Modern Advisor Canada raised?
Modern Advisor Canada has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Modern Advisor Canada last raise money?
Modern Advisor Canada's most recent round on record is a Seed, in Oct 2014.
What does Modern Advisor Canada do?
Modern Advisor Canada is a internet company.
Where is Modern Advisor Canada headquartered?
Modern Advisor Canada is headquartered in Vancouver, Canada.
Which VCs invest in companies like Modern Advisor Canada?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back internet companies at Modern Advisor Canada's stage. Their profiles are linked below.
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