Account Opening Process

At Nest Wealth, we believe paperwork should be easy. That's why we created a digital account opening process that's easy to use and respects your time.

We use the best technology and proven investment rules to quickly create a customized portfolio to match your goals. Even your signature is handled digitally. Typically you can finish the signup process in less than 10 minutes.

Get started

If you have any questions during the sign up process, please feel free to contact us at questions@nestwealth.com or use the chat function.

A Few Easy Steps Is All It Takes

Step 1: Gather Your Things

We recommend having the following items on hand as they will be needed to confirm your identity and satisfy regulatory requirements:

  • Social Insurance Number (SIN)
  • A photo of your driver's licence
  • A photo of a void cheque

Step 2: Go To join.nestwealth.com

Step 3: Pay Less, Keep More, Rest Easy

When you’ve finished your application, we'll review your documents and submit them to NBCN Inc., where your account will be held in your name.

Once your account is opened at NBCN Inc., we'll provide you with access to your account.

Before any trades occur in your portfolio, we’ll make sure you have a chance to speak with a registered portfolio manager to make certain any questions you might have are answered.

If you have any questions during the sign up process, please feel free to contact us at questions@nestwealth.com or use the chat function.

Frequently Asked Questions

Where is my money held?

All Nest Wealth client accounts are held at National Bank Correspondent Network (NBCN), a subsidiary of National Bank. NBCN is a member of the Canadian Investor Protection Fund (CIPF), which covers each account up to $1,000,000 against insolvency or bankruptcy. Your money never is handled by Nest Wealth and all transactions are between yourself and NBCN.

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, Spousal RSPs, RRIFs, RESPs. We work with personal, joint, corporate and trust accounts.

How do most people get a copy of their void cheque and driver’s license?

There are several ways to obtain a copy of your void cheque in digital format. Most banks provide a sample void cheque right in your online banking. If you cannot get a copy from your online banking, you can write out a void cheque and take a snapshot of the physical copy using your smartphone or scanner. Similarly, you can also take a photo or scan your driver’s license.

How does Nest Wealth help clients?

Nest Wealth manages your money using Nobel Prize-winning† research. We create a personalized portfolio based on your financial situation, life goals, investment time horizon and risk tolerance. Everything we do is with the sole focus of providing you with the maximum results for your appropriate level of risk.

Your portfolio is built using a mix of seven (7) exchange traded funds. We arrived at these ETFs by evaluating different options and picking the most attractive ones based on their cost structure, liquidity and, where applicable, tracking error.

What's included with my Nest Wealth solution?

In addition to creating your portfolio using the best solutions and research available. You'll enjoy the benefit of a portfolio that is globally diversified across industry sectors, investment types and asset classes, including: domestic equities, US equities, emerging market equities, international equities, government fixed income, real-return bonds, real estate and cash.

We’ll also monitor and rebalance your portfolio when it starts to drift from your suggested asset mix. Each year we check in and make certain that your portfolio accurately reflects your changing life. . This allows you to enjoy the peace of mind that professional wealth management brings.

We do all this while keeping your costs down. Our management fees start at $20 per month and are capped at $80 per month regardless of your account size.

Who is your portfolio manager?

Your portfolio manager will always be someone who has been registered with the Ontario Securities Commission (OSC) and has a fiduciary obligation to put your best interest first.

Randy Cass, CFA, LLB, MBA is a portfolio manager at Nest Wealth and has been in the financial services industry for over 15 years prior to starting Nest Wealth.

Randy managed quantitative portfolios at the Ontario Teachers’ Pension Plan and institutional assets at Orchard Asset Management. He also hosted BNN’s Market Sense between 2012 and 2014.

Randy started Nest Wealth so Canadians have a real choice when it comes to how they want to invest for their future.

Join Nest Wealth Today!

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

Start my investment plan