ModernAdvisor Employee Directory

Q: What is ModernAdvisor known for?

ModernAdvisor was founded in 2013. ModernAdvisor operates in the Investment Management industry.

Q: How many employees does ModernAdvisor have currently?

ModernAdvisor has approximately 13 employees.

Investment ManagementCanada11-50 Employees

ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.  

We believe our commitment to hybrid advice sets us apart in the industry.  We use technology to create a simple, streamlined online onboarding process, automated investment management, compliance, and practice management.

This allows our advisor partners to focus on what they do best; relationship management, financial planning, insurance, tax guidance, etc.

In contrast to most digital investment platforms, ModernAdvisor offers a range of portfolio options including ETFs, Actively Managed, and Harmony Portfolios which are a unique blend of active and passive investments.

Find ModernAdvisor employees' phone numbers or email addresses

ModernAdvisor Global Highlights

North America
17

Canada
16
United States Of America
1

ModernAdvisor's Leadership

F. M.
Chief Financial Officer
Mobile Phone
Email
K. M.
Marketing Director
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
C. H.
Enrolled Agent
Mobile Phone
Email
W. C.
Ruby On Rails Developer
Mobile Phone
Email

Contact profiles from ModernAdvisor

Name

Title

Contact Info

Location

Last Update

F. M.
Chief Financial Officer
Mobile Phone
Email
CanadaOntario
Jul 02, 2025
K. M.
Marketing Director
Mobile Phone
Email
CanadaBritish Columbia
Nov 06, 2025
I. S.
Portfolio Manager
Mobile Phone
Email
CanadaBritish Columbia
Oct 22, 2025
G. R.
Portfolio Manager
Mobile Phone
Email
Canada
Sep 10, 2025
H. N.
Senior Full-Stack Software Developer
Mobile Phone
Email
CanadaBritish Columbia
Oct 23, 2025
M. B.
Helping Advisors And Canadians Invest In Sophisticated But Simple Ways
Mobile Phone
Email
CanadaBritish Columbia
Sep 11, 2025
C. H.
Enrolled Agent
Mobile Phone
Email
United StatesMaryland
Oct 23, 2024
W. C.
Ruby On Rails Developer
Mobile Phone
Email
Mar 14, 2025
C. F.
Vp, Advisor Recruitment And Coaching
Mobile Phone
Email
CanadaOntario
Aug 02, 2025
S. D. B.
Client Portfolio Manager And Wealth Advisor
Mobile Phone
Email
CanadaOntario
Oct 24, 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 W Georgia St, 1880 Vancouver, British Columbia V6E 3C9, CA; 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 October 2025. These team members are located across 1 continents, including North America.

Who are ModernAdvisor's key employees and leadership?

As of October 2025, ModernAdvisor's key employees include:

Chief Financial Officer: F. M.
Marketing Director: K. M.
Portfolio Manager: I. S.
Portfolio Manager: G. R.
Senior Full-Stack Software Developer: H. N.

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