What departments does ModernAdvisor have?

ModernAdvisor has employees across 4 departments including Finance, Recruiting, Marketing, Engineering.

What is the largest department at ModernAdvisor?

The largest department at ModernAdvisor is Engineering with 2 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
18

Canada
18

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
K. M.
Marketing Director
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

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
May 29, 2026
C. F.
Vp, Advisor Recruitment And Coaching
Mobile Phone
Email
CanadaOntario
Apr 16, 2026
K. M.
Marketing Director
Mobile Phone
Email
CanadaBritish Columbia
Feb 12, 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
Apr 14, 2026
G. R.
Portfolio Manager
Mobile Phone
Email
Canada
Sep 10, 2025
H. N.
Senior Full-Stack Software Developer
Mobile Phone
Email
CanadaBritish Columbia
Jan 29, 2026
M. B.
Helping Advisors And Canadians Invest In Sophisticated But Simple Ways
Mobile Phone
Email
CanadaBritish Columbia
Jan 27, 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. The company's main headquarters is located in 1075 West Georgia Street Vancouver, British Columbia v6e 3c9 Canada; 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 May 2026. These team members are located across 1 continents, including North America.

Who are ModernAdvisor's key employees and leadership?

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

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

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ModernAdvisor Employee Directory

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