What departments does ModernAdvisor have?

ModernAdvisor has employees across 5 departments including Entrepreneurship, Finance, Recruiting, Program & Project Management, Engineering.

What is the largest department at ModernAdvisor?

The largest department at ModernAdvisor is Engineering with 3 employees.

Where are ModernAdvisor employees located globally?

ModernAdvisor has employees across 1 continents and 1 countries including Canada.

How has ModernAdvisor's team size changed over time?

ModernAdvisor's team has decreased from approximately 14 to 13 employees based on available data.

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 operates as a technology-driven portfolio manager within the investment management industry. Its services are offered exclusively through a network of partner financial professionals. The company is based in Vancouver, British Columbia, Canada, and has 11 to 50 employees. ModernAdvisor provides a range of portfolio options, including ETFs, actively managed portfolios, and Harmony Portfolios, a blend of active and passive investments. The firm’s hybrid advisory approach relies on technology to support onboarding, automated investment management, compliance, and practice management for its advisor partners.

ModernAdvisor Global Highlights

North America
17

Canada
17

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
Accounting
Education
Support

Contact profiles from ModernAdvisor

Name

Title

Contact Info

Location

Last Update

N. B.
President & Ceo
Mobile Phone
Email
CanadaBritish Columbia
Mar 24, 2026
F. M.
Chief Financial Officer
Mobile Phone
Email
CanadaOntario
Jun 29, 2026
C. F.
Vp, Advisor Recruitment And Coaching
Mobile Phone
Email
CanadaOntario
Apr 16, 2026
S. D. B.
Client Portfolio Manager And Wealth Advisor
Mobile Phone
Email
CanadaOntario
Apr 16, 2026
I. S.
Portfolio Manager
Mobile Phone
Email
CanadaBritish 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
CanadaBritish Columbia
Jun 28, 2026
M. B.
Helping Advisors And Canadians Invest In Sophisticated But Simple Ways
Mobile Phone
Email
CanadaBritish Columbia
Jun 27, 2026
D. C.
Full Stack Developer
Mobile Phone
Email
CanadaBritish Columbia
Jun 30, 2026
W. C.
Ruby On Rails Developer
Mobile Phone
Email
Mar 14, 2025

Frequently Asked Questions

What is ModernAdvisor known for?

ModernAdvisor was founded in 2013 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-604-259-****

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

What is ModernAdvisor's most common email format?

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

How many employees does ModernAdvisor have currently?

ModernAdvisor has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are ModernAdvisor's key employees and leadership?

As of July 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

ModernAdvisor Employee Directory

Find ModernAdvisor employees' phone numbers or email addresses

Name search is limited — try advanced search instead