As an independent advisor I am able to choose the best product that suits your unique situation.
Portfolio Management Services
Modern Advisor Canada Inc. provides wealth management products and services to clients of CreateWealth.
Modern Advisor Canada Inc. (ModernAdvisor) is registered as a Portfolio Manager with provincial securities commissions in all Canadian provinces.
ModernAdvisor is an indirect subsidiary of Desjardins Global Asset Management Inc., which is part of the Desjardins Group.
Insurance Suppliers
Exempt Market Dealer
