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.

• 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.

• Moka Savings Program Agreement
• Term sheet – Moka Money Market Fund
• Term sheet – Moka Fixed Income ETF Fund
• Term sheet – Moka Equity ETF Fund
• Term sheet – Moka SRI Fund

• Cautious Income
• Balanced Income
• Balanced
• Balanced Growth
• Equity Growth
• SRI Cautious Income
• SRI Balanced Income
• SRI Balanced
• SRI Balanced Growth
• SRI Equity Growth