ModernAdvisor Employee Directory

Q: Who are ModernAdvisor's key employees and leadership?

ModernAdvisor's key employees include: President & Ceo: N. B., Chief Financial Officer: F. M.

Investment ManagementBritish Columbia, Canada11-50 Employees

ModernAdvisor has about 14 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. ModernAdvisor's workforce spans 5 departments.

ModernAdvisor Global Highlights

North America
15

Canada
15

ModernAdvisor's Leadership

F. M.
Chief Financial Officer
Mobile Phone
Email
N. B.
President & Ceo
Mobile Phone
Email
C. F.
Vp, Advisor Recruitment And Coaching
Mobile Phone
Email
S. D. B.
Client Portfolio Manager And Wealth Advisor
Mobile Phone
Email
I. S.
Portfolio Manager
Mobile Phone
Email
G. R.
Portfolio Manager
Mobile Phone
Email
H. N.
Senior Full-Stack Software Developer
Mobile Phone
Email
M. B.
Helping Advisors And Canadians Invest In Sophisticated But Simple Ways
Mobile Phone
Email

ModernAdvisor Employee Metrics

100%

50%

0%

2026

2025

Banking
Information Technology
Business
Engineering
Recruiting
Other
Education
Support

Banking is the largest department at 50% of profiles with a known department, followed by Business (13%) and Education (13%).

Contact profiles from ModernAdvisor

Name

Title

Contact

Location

Last Update

N. B.
President & Ceo
Mobile Phone
Email
Canada, British Columbia
Mar 24, 2026
F. M.
Chief Financial Officer
Mobile Phone
Email
Canada, Ontario
Jun 29, 2026
C. F.
Vp, Advisor Recruitment And Coaching
Mobile Phone
Email
Canada, Ontario
Apr 16, 2026
S. D. B.
Client Portfolio Manager And Wealth Advisor
Mobile Phone
Email
Canada, Ontario
Apr 16, 2026
I. S.
Portfolio Manager
Mobile Phone
Email
Canada, British Columbia
Jun 05, 2026
G. R.
Portfolio Manager
Mobile Phone
Email
Canada
Jun 26, 2026
H. N.
Senior Full-Stack Software Developer
Mobile Phone
Email
Canada, British Columbia
Jun 28, 2026
M. B.
Helping Advisors And Canadians Invest In Sophisticated But Simple Ways
Mobile Phone
Email
Canada, British Columbia
Jun 27, 2026
D. C.
Full Stack Developer
Mobile Phone
Email
Canada, British Columbia
Sep 17, 2026
W. C.
Ruby On Rails Developer
Mobile Phone
Email
Mar 14, 2025

Frequently Asked Questions

What are the largest departments at ModernAdvisor?

Banking is the largest department at 50% of profiles with a known department, followed by Business (13%) and Education (13%). ModernAdvisor's workforce spans 5 departments.

How many employees does ModernAdvisor have currently?

ModernAdvisor has approximately 14 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are ModernAdvisor's key employees and leadership?

As of October 2026, ModernAdvisor's key employees include:

Chief Financial Officer: F. M.
President & Ceo: N. B.
Vp, Advisor Recruitment And Coaching: C. F.
Client Portfolio Manager And Wealth Advisor: S. D. B.
Portfolio Manager: I. S.

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What is ModernAdvisor's most common email format?

ModernAdvisor employees' email format typically follows the pattern of First@modernadvisor.ca. Trying to find reliable and up-to-date employee contact data? Find more ModernAdvisor email formats with LeadIQ.

What is ModernAdvisor known for?

ModernAdvisor was founded in 2013 and operates in the Investment Management industry. You can contact ModernAdvisor's main corporate office by phone at

+1-604-259-****

. Explore ModernAdvisor's company overview page for more information.

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ModernAdvisor Employee Directory

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