Featured News

How To Tidy Up Your Finances

By Julia Dilecce on 29/05/2019Article 6 Minute Read

What do you get when you apply the mindset of minimalism and the acts of decluttering to your spending? A clear budget with more meaningful expenses. In this blog post, our Content Marketing Manager, Julia Rose Dilecce writes about the steps you can act on today to tidy up your finances with this quick step-by-step […]

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We’re Growing! RazorPlan is joining the Nest Wealth family

By Nest Wealth on 15/05/2019Announcement 2 Minute Read

We’re joining forces with RazorPlan to be part of a bigger vision. In this blog post, our Founder and CEO, Randy Cass answers questions behind the acquisition of RazorPlan, Canada’s leading financial planning software. To our valued Nest Wealth and RazorPlan customers, We’re on a mission to make wealth management better for everyone. One way […]

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How Do Our Fees Work? Your Questions Answered

By Nest Wealth on 19/07/2018Article 7 Minute Read

Understanding how much you are paying your wealth advisor doesn’t have to be confusing or lack transparency. And having a professionally managed portfolio doesn’t have to break the bank either. But we get it, sometimes it’s just not that easy to track down the facts. When it comes to fees, we have you covered. Here […]

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Why Passive Investing Isn’t Passive at All: A Closer Look

By Nest Wealth on 09/05/2018Article 5 Minute Read

People invest in the stock market for many different reasons: their child’s education, that snowbird getaway them and their spouse keep dreaming of, or having enough cash to comfortably retire. Now more than ever, we have so many investment options available at our fingertips, but with more investing solutions comes a more complex global market […]

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Best Practices for RRSP Contributions

By Nest Wealth on 19/10/2018Article 4 Minute Read

We’ve put together some of the most common tactics when it comes to planning for retirement using a Registered Retirement Savings Plan (RRSP). And while there is still time to plan before the March 1st contribution deadline approaches, why not add some coverage to the topic to calm the collective anxiety around RRSP contributions months […]

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BusinessMore on Business

Business

Nest Wealth Named One Of The 50 Best Workplaces™ in Canada

Toronto, ON, April 26, 2019 – Nest Wealth, Canada’s leading digital wealth management solution provider, is proud to announce that it has been named one of the 50 Best Workplaces™ in Canada for 2019. Nest Wealth was previously awarded Canada’s Best Workplaces™ in Financial Services and Insurance for 2018. Nest Wealth fosters a company culture […]

By Nest Wealth on 26/04/2019

Announcement4 Minute Read

Business

4 Easy Ways To Promote Employee Wellness In The Workplace

Guest Post By: Dr. Allison Cain Winberg, CEO at ANCHOR There’s nothing small about running a small business. It’s your livelihood on the line – every single day. As you scale and hire team members, your day to day concerns grow even larger. It’s now about the livelihood of your staff. The people you’ve entrusted […]

By Nest Wealth on 25/10/2018

Article4 Minute Read

Business

The Benefit of Employee Wellness: Techniques To Reduce Stress Through Yoga

Guest Post By: YogaVision Let’s face it – life is full of pressure.  As a small business owner, you know firsthand how true this statement can be. The stakes are high to reach success and our staff is crucial to our progress.  Afterall, teamwork makes the dream work! As a business owner and Yoga Therapist, […]

By Nest Wealth on 19/10/2018

Article3 Minute Read

Inside The NestMore on Inside The Nest

Inside The Nest

We’re Growing! RazorPlan is joining the Nest Wealth family

We’re joining forces with RazorPlan to be part of a bigger vision. In this blog post, our Founder and CEO, Randy Cass answers questions behind the acquisition of RazorPlan, Canada’s leading financial planning software. To our valued Nest Wealth and RazorPlan customers, We’re on a mission to make wealth management better for everyone. One way […]

By Nest Wealth on 15/05/2019

Announcement2 Minute Read

Inside The Nest

What’s So Special About Working At Nest Wealth Anyway?

By Randy Cass, Founder and CEO of Nest Wealth Nest Wealth was proud to be named one of the 50 Best Workplaces™ in Canada 2019 on April 26, 2019. In this blog post, our Founder and CEO Randy Cass shares his perspective on the value of creating a positive company culture at Nest Wealth. Keep […]

By Nest Wealth on 26/04/2019

Article4 Minute Read

Inside The Nest

Nest Wealth’s Diversity and Inclusion Goals

It’s early Friday morning and my husband runs across the street to grab a Globe and Mail newspaper. Firstly, yes, he’s a millennial who pays for an actual printed version of a newspaper on a regular basis. And yes, I’m just as astounded as you are. But this is where things get interesting and this is why I […]

By Dominique Bouchard on 02/04/2019

4 Minute Read

LifeMore on Life

Life

7 Creative Ways To Save Money and Improve Your Finances

Guest Post By: Enoch Omololu How many times have you thought about the need to save more money, pay off your debt, and, perhaps, invest more in your retirement portfolio? Read on to find out the frugal living strategies I have used to save extra money and improve my finances. Create a Budget I have not […]

By Nest Wealth on 18/07/2019

Article6 Minute Read

Life

The Price of a New Roof: The Benefits of Having an Emergency Fund Available

We all want to be financially secure. Why? Because it provides us the freedom and stability that we need in order to feel happy and safe. We’re told you can achieve financial security by reducing debt. You can check out our latest blog post about the power of compound interest to learn more about the ins and […]

By Nest Wealth on 04/07/2019

Article3 Minute Read

Life

Tips To Simplify Your Summer Budget

Most Canadians see summer as the time to relax more, catch up with family and friends, throw backyard barbeques, and possibly even a reason to treat themselves to a summer getaway (if a trip fits into their budget). And let’s be honest, money is the last thing you want to be thinking about in the […]

By Nest Wealth on 04/07/2019

Article4 Minute Read

TechnologyMore on Technology

Technology

1 in 3 Canadians Chose Robo-Advisors For Their Investments This RRSP Season

Curious to know how Canadians invested their money this RRSP season? We set out to find out exactly how people chose to save for their financial future using RRSPs and which institutions were best suited for their needs. Read about our recent survey findings where we uncover the details about how Canadians chose to invest […]

By Nest Wealth on 25/02/2019

Article3 Minute Read

Technology

How Technology Eliminates Barriers To Investment Advice

In almost each of the spaces it interacts with, technology has eliminated barriers for us in some form or another. Even something as simple as the very first writing tool completely changed the way society communicated. Finally, there was a way to pass down information (while keeping its integrity) through generation after generation. Imagine that! […]

By Nest Wealth on 15/11/2018

Article4 Minute Read

Technology

Women, Investing And Robo-Advisors

Guest Post By: Ratehub.ca Recently, Ratehub.ca conducted a survey of over 1,100 Canadians to explore their attitudes towards financial services. The survey aimed to discover people’s attitudes towards the use of FinTech products and platforms like robo-advisors, investing overall, and bank fees. The intent is to understand behaviours and preferences to help Canadians find financial […]

By Nest Wealth on 21/09/2018

Article5 Minute Read

WealthMore on Wealth

Wealth

It’s Time To Give RESPs A Little RESP-E-C-T

By Nest Wealth on 05/06/2019

Article4 Minute Read

Wealth

How To Tidy Up Your Finances

What do you get when you apply the mindset of minimalism and the acts of decluttering to your spending? A clear budget with more meaningful expenses. In this blog post, our Content Marketing Manager, Julia Rose Dilecce writes about the steps you can act on today to tidy up your finances with this quick step-by-step […]

By Julia Dilecce on 29/05/2019

Article6 Minute Read

Wealth

Move Over Millennials: Demystifying Who Actually Invests With Robo-Advisors

With an “invest and forget” framework, it seems like a pretty easy way to typecast the younger crowd’s interest in the technology, but is it more than just a stereotype? Okay, hold the phone. Let’s just pause the conversation here and unpack this a little bit further. FACT: As a technology, robo-advisors attract people who don’t […]

By Nest Wealth on 01/05/2019

Article4 Minute Read