You work hard for
your money.

Don’t lose it to high fees.
Choose a better way to invest.

The average investor could lose half their wealth to investment fees.¹ Our low, capped fees and portfolios custom built to match your goals will help you retire with more.

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Discover Your Plan to 'More'

How much are you
paying in fees?

Enter a mutual fund you own to discover the fees you pay

Canadians pay some of the highest fees in the developed world. Find out how much you can save in fees by trying out our mutual fund fee calculator below.

We'll send you a free report comparing your mutual funds to Nest Wealth.

How we do it

We build personalized, optimized portfolios specifically for you.

Tailored just for you

We create your customized portfolio in minutes based on your unique financial situation, personal goals and stated risk tolerance.

Nobel Prize approach†

Your portfolio is globally diversified across industry sectors and different asset groups. We monitor your portfolio and keep it on track.

Fair pricing for all

Why pay compounding fees on your investments? Subscriptions range from just $20 to $80 a month no matter how much your account grows over time.

Pricing

Leave behind outdated wealth management fees that take a percentage of everything you invest throughout your life.

If you invest...

Traditional financial
advisor fee *

Average mutual
fund fee **

$75K

$150K

$500K

$93_/month

$187_/month

$625_/month

$146_/month

$293_/month

$979_/month

$20/month
$40/month
$80/month

Discover how much you can save in fees

What our clients are saying

Nest Wealth is great. I love the complete peace of mind I get knowing that my portfolio is constructed and monitored by a registered portfolio manager while my fees are locked at a flat price of $80 per month.

Esther S. Richmond Hill, ON

I’m so happy with Nest Wealth. Their customer experience and support is fantastic and the company does exactly what it promises.

Vic M. Stoney Creek, ON

The concept here is about stripping away bad investing behaviour. A robo-advisor makes sense for older people not conversant with markets.

Ken H. Toronto, ON

I don’t want to handle the minutiae. I send money every month into my account and they take care of it. I like my investing very simple and I don’t want to give lots of thought to it.

Ryan D. Port Dover, ON

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Have questions?

What type of accounts can you open?

You can open all types of accounts - both registered and non-registered accounts, such as cash, TFSAs, RRSPs, SRRPs, RRIFs, RESPs. We work with personal, joint, corporate and trust accounts.

Is your money secure?

We're regulated by the Ontario Securities Commission and all client accounts are held at National Bank Correspondent Network (NBCN) - a member of Canadian Investor Protection Fund (CIPF), which covers each account up to $1,000,000 against insolvency or bankruptcy.

Visit our account safety page

We're here to help you!

Randy Cass

CEO, Founder, Portfolio Manager

Schedule a call

Join Nest Wealth Today!

We're changing the way Canadians invest with the country's first subscription based investment service.

Start my investment plan

"Nest Wealth" is the trade name of Nest Wealth Asset Management Inc. The products and services advertised are designed specifically for investors in the provinces of Alberta, British Columbia, Quebec, Manitoba, Ontario and PEI and may not be available to all investors. Products and services are only offered in accordance with applicable laws and regulations. This website is neither an offer to sell nor a solicitation of an offer to sell securities in any jurisdiction.

Nothing on this website should be considered as an offer or recommendation to trade in any security. Financial services are only provided to investors who become Nest Wealth Asset Management Inc. ("Nest Wealth") clients by entering into a written agreement. Nest Wealth is registered with the applicable securities commissions as a Portfolio Manager in AB, SK, BC, QC, MB,PE,NS NB,NL and in ON as a Portfolio Manager; Exempt Market Dealer and Investment Fund Manager. Any investor choosing to obtain financial advisory services from Nest Wealth is urged to read all agreements in their entirety and carefully consider whether such agreements are suitable for their individual facts and circumstances.

¹ Based on gross portfolio return of 6% using Nest Wealth compared to average mutual fund fee of 2.5% as indicated by Morningstar. Actual individual investor performance has and will vary.

^* Traditional financial advisory fee of 1.5% of assets per year.

^** Average Canadian equity fund MER is based on Morningstar Global Fund Investor Experience Study, June, 2015.

^† Our portfolios are constructed using Modern Portfolio Theory which was awarded the Nobel Prize for Economics in 1990 based on a a thesis developed by Harry Markowitz. Modern Portfolio Theory uses variables such as expected return, expected volatility, and correlation of asset classes to develop an optimally weighted portfolio.

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You work hard for your money.

How much are you paying in fees?