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
16

Canada
16

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

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
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 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.

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.

How many employees does ModernAdvisor have currently?

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

Who are ModernAdvisor's key employees and leadership?

As of August 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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ModernAdvisor Employee Directory

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