ModernAdvisor believes that investing is a PART of your financial success. Along with our portfolio management expertise, your Exceedia financial advisors will navigate you through all the other important areas including tax planning, insurance planning, estate planning, retirement planning and mortgage planning.
As a team, we will provide you with comprehensive, full-service financial planning and portfolio management that encompasses all your needs at a much lower fee than traditional financial advisory services.
218, 3016 19 Street NE
Calgary, AB T2E 6Y9
1900, 1500 West Georgia Street
Vancouver, BC V6G 2Z6