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