Moka2023-08-24T17:18:55+00:00

Mogo Asset Management provides online advice through the Moka app, which was developed by Moka Financial Technologies.

Using the information provided by clients during the sign-up process, Mogo Asset Management conducts a Know-Your-Client (KYC) process to better understand three main things: a client’s financial situation, risk profile and financial goals. Based on this information, we recommend an investment portfolio that reflects what the client is trying to achieve.

Any client onboarded via the app can use proprietary Moka technology that a) automatically rounds up every purchase they make on linked debit or credit cards and b) transfers the roundup amounts into an investment account managed by Mogo Asset Management.

For more details about how online advisers work, please refer to this helpful resource provided by the Autorité des Marchés Financiers.

Quick points

  • Moka is on a mission to help people achieve their financial goals with Canada’s #1 saving and investing app.
  • The Moka app helps you save more, spend less and invest smarter.
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OUR PORTFOLIO MANAGEMENT TEAM FOR MOKA

KEY DOCUMENTS FOR MOKA FUNDS

INVESTMENT MODELS

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