More is better.

Especially when it comes to puppies.
And your retirement.

We all want more. More time with family, more chances to travel, or more occasions to give back. Usually, figuring out a way to get more is hard, but when it comes to building your wealth, we make it easy.

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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

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Show me my fees

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, optomized 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.

Start your investment plan

I am  years old and plan to invest $

Build your portfolio
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Leave behind outdated wealth management fees that take a percentage of everything you invest throughout your life.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
Quote Open
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.
Quote Close

Esther S. Richmond Hill, ON

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

Vic M. Stoney Creek, ON

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

Ken H. Toronto, ON

Quote Open
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.
Quote Close

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!
Photo of Randy Cass

Randy Cass

CEO, Founder, Portfolio Manager

Schedule a call
Join our community of subscribers today

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

Start my investment plan