Intelligent Investing

A MEMBERS ONLY WEALTH PLATFORM

Money talks. We translate.

FACT: Most investors underperform the market

The wealth space today is dominated by overcharging, underperforming mutual funds, wealth advisors, and self-directed platforms that are more suited for gambling than investing. Warren Buffett and Charlie Munger have been vocal critics of the industry for years, yet the incentives are so strong that very little has changed. Studies clearly show how bad the situation is, with the average investor generating a meager 4%¹ compared to the 10% achieved by the S&P 500 benchmark index.² The impact of this underperformance on investors' wealth-building is nothing short of shocking.

“If they told everybody what a simple game [investing] was, 90% of the income of the people that were speaking would disappear.” -Warren Buffett

introducing-intelligent-investing-membership

Our goal was to build the wealth platform we wished existed—one designed to help avoid the behaviours that lead to underperformance while encouraging those proven to drive outperformance. Mogo x Moka was built on the principles of Warren Buffett, widely considered the greatest investor of all time. Unlike others that charge trading and management fees, we offer a simple and transparent membership fee of $15/month.

01 Private wealth managementDownload Moka

The foundation of intelligent investing is built on the proven long-term outperformance of the S&P 500, which has outperformed 98% of professional fund managers.³ Moka is your private wealth manager, designed to put you on track to millions with a fully managed investing solution and zero management fees.

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02 Self-directed investingDownload Mogo

Mogo is a self-directed investing app built on the principles of legendary investor Warren Buffett and designed to complement Moka. Patience, discipline, and analytical skills are critical to being a successful active investor. Mogo is designed to give you edge, while offering zero commission and zero FX fees.
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03 AI

The future of investing will increasingly be driven by AI, and Mogo is the first self-directed investing app in Canada to offer the power of AI for thoughtful and detailed research and analysis. Powered by leading investing AI company FinChat, our AI is designed to make it easier than ever to obtain the information you need to make informed and intelligent investing decisions.

04 Impact

Building wealth while making a positive impact is a key component of thoughtful, intelligent investing. We’ve made it easy for our members to invest in a more sustainable and socially responsible way. Through our partnership with Flash Forest, members contribute to reforesting Canadian forests and reducing the risk of future wildfires. With over 3.2 million trees planted so far, our members are making a tangible difference.

05 Exclusive content

As Warren Buffett says, “You can’t be active every day, but you can learn every day.” Intelligent investing is a lifelong learning process. While most platforms focus on getting you to become a more active trader, we focus on content that helps you enhance your capabilities as an intelligent investor.

06 Member events

We’re excited to bring you exclusive member events—stay tuned for more details and opportunities to connect!

“You do not rise to the level of your goals. You fall to the level of your systems.” -James Clear

“As a Wall Street strategist, I come across many different investing platforms and solutions, and I believe Mogo and Moka are among the most innovative products I’ve seen, and exactly what any savvy investor should be looking for.”
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-Thomas Lee, Co-Founder & Head Research Fundstrat

All images, names, logos, and brands are property of their respective owners. Mogo is not an investment advisor and does not provide investment advice. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Account holdings are for illustrative purposes only. Actual product may differ from the description and images contained herein.

All third-party websites and social media sites are provided for education purposes only. We are not responsible for the content of such sites and do not endorse, authorize, approve, certify, maintain, or control these other sites and do not guarantee the accuracy.

Moka Financial Technologies Inc. is a wholly owned subsidiary of Mogo Inc. and an affiliate of Mogo Finance Technology Inc. Investment accounts through Moka are opened with Mogo Asset Management Inc., a registered portfolio manager.

Customers’ accounts are protected by the CIPF’s Investment Dealer Fund 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. Mogo Trade (registered and non-registered accounts) are covered by CIPF. For Moka only registered accounts are covered by CIPF.

Mogo Trade is a dealer member and regulated by the Canadian Investment Regulatory Organization (CIRO).

© 2024 Mogo Inc. All rights reserved. MogoTrade, Mogo, and the Mogo designs are trademarks of Mogo Finance Technology Inc., used under license. Moka and the Moka designs are trademarks of Moka Financial Technologies Inc. Mogo Finance Technology Inc. is an affiliate of Moka Financial Technologies Inc.

Contact information: 3 Place Ville Marie Suite 400, Montreal, QC H3B 2E3 www.moka.ai