The questions we ask when you are signing up are important. Your answers provide the Know-Your-Client (KYC) information that your portfolio manager needs to understand three main things: your financial situation, your risk profile, and your financial goals.

Using this information, your portfolio manager will recommend an investment portfolio that reflects your unique situation.

Since your investment account is fully managed by a registered Canadian portfolio manager, you do not need any prior investment knowledge to use Moka.