Featured News

How To Prepare For Market Volatility

By Nest Wealth on 12/10/2018Article 4 Minute Read

When there is a market downturn, anyone’s initial reaction is to panic. After all, we’re only human. And you have likely been putting away a portion of your hard earned money, while trying to juggle your daily cash flow, as a means for saving for that long-term goal you’ve had your eye on. So seeing […]

Read More

How Do Our Fees Work? Your Questions Answered

By Nest Wealth on 19/07/2018Article 6 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 […]

Read More

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 […]

Read More

Smart Money: ETFs Vs. Mutual Funds

By Nest Wealth on 30/08/2018Video 1 Minute Read

We get it. Canada’s stuck on mutual funds. But if you’re curious about ETFs and what they could mean for you when it comes to investing for your financial future, then this episode of Smart Money is exactly for you. In this Episode, we discuss the shift in wealth management towards ETF portfolios, what they […]

Read More

BusinessMore on Business

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

Business

What To Expect When You Switch To Digital Employee Wellness

Guest Post By: Kira Charron, Collage Like so many industries before it, employee benefits is making the move to digital. We’re not just talking about some app that can track your employees’ steps or find yoga classes nearby. Digital employee wellness brings the kind of mobile, user-friendly technology we’ve adopted in everyday life (think of […]

By Nest Wealth on 12/10/2018

Article4 Minute Read

LifeMore on Life

Life

Should You Take Out a Line of Credit for Home Expenses?

Guest Post By: Penelope Graham, Zoocasa Wishing you had the funds to give that outdated kitchen a facelift? Is the furnace unexpectedly on the fritz? Perhaps some un-routine household expenses have led to the depletion of your emergency fund – or worse, plunged you into debt. Unexpected costs are part and parcel of being a […]

By Nest Wealth on 23/11/2018

Article4 Minute Read

Life

Should You Use Your RRSPs for a Home Down Payment?

Guest Post By: Penelope Graham, Zoocasa For today’s aspiring first-time home buyer – and especially those looking to purchase homes for sale in one of Canada’s hottest housing markets – drumming up the funds for a down payment can be incredibly challenging. Thanks to record low interest rates, the rate of return on savings is […]

By Nest Wealth on 12/10/2018

Article4 Minute Read

Life

5 Tips To Get Started As A Landlord

Investing in real estate has traditionally been a great way to receive additional cash, especially if you’re thinking about renting it to out to someone. But making the decision to rent your place isn’t always an easy decision to make. In fact, a lot of new landlords may be feeling the pressures of being a […]

By Nest Wealth on 28/09/2018

Article5 Minute Read

TechnologyMore on Technology

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

Technology

How Your Money Is Kept Safe and Protected

  When you’re looking to invest for your future, beyond management fees, there are a number of important things investors keep top of mind. Like ensuring their assets are protected. And due to their relatively new emergence in the wealth management space, there are a lot of common misconceptions about robo-advisors. Like the myth of […]

By Nest Wealth on 07/09/2018

Article2 Minute Read

WealthMore on Wealth

Wealth

TFSA Limits Rising To $6,000 in 2019

As you may have already heard, the TFSA dollar limit will be increasing to $6,000 this new year. A popular choice among Canadians, the Tax-Free Savings Account (TFSA) program began in 2009 and is available to those over the age of 18 and who have a valid social insurance number. The name itself is misleading […]

By Nest Wealth on 30/11/2018

2 Minute Read

Wealth

Smart Money: What is CRM2?

Did you know there are rules that govern transparency behind the costs and performance of your investments? In this episode of Smart Money, we uncover the mystery behind CRM2. Did you know? The abbreviation “CRM2” stands for “Client Relationship Model 2”. Watch Episode 7 of Smart Money, a Web Series by Nest Wealth What is CRM2? […]

By Nest Wealth on 08/11/2018

Video1 Minute Read

Wealth

Refer A Friend And Each Get 1 Month Free!

We’re making earning some cash easy for Nest Wealth clients this November! With our rewards program, every time you refer a friend to Nest Wealth, you both get 1 Month Free! Introduce us to your friends and family by November 30, 2018 and you can earn up to three months free in management fees!   […]

By Nest Wealth on 07/11/2018

Article1 Minute Read