MOKA

INTELLIGENT
WEALTH
MANAGEMENT

TYPES OF ACCOUNTS

TFSA

RRSP

NON-REGISTERED

MODEL PORTFOLIOS

EQUITY GROWTH

BALANCED GROWTH

BALANCED

BALANCED INCOME

CAUTIOUS INCOME

CIPF COVERAGE

MOKA ACCOUNTS HELD WITH CI INVESTMENT SERVICES, A CUSTODIAN, ARE PROTECTED BY CIPF IN ACCORDANCE WITH ITS COVERAGE POLICY. A BROCHURE DESCRIBING THE SCOPE AND NATURE OF COVERAGE, AS WELL AS THE LIMITATIONS AND EXCLUSIONS OF COVERAGE, IS AVAILABLE UPON REQUEST OR AT WWW.CIPF.CA. CI INVESTMENT SERVICES IS A CIRO MEMBER.

Portfolio Manager

Investment accounts through Moka are opened with Mogo Asset Management Inc., a registered portfolio manager.

FAQ

FAQ