Featured News

Have RRSP? Travel More

By Nest Wealth on 02/05/2018Article 3 Minute Read

For many Canadian retirees, travel to sunny destinations during the cold long winters is at the top of their bucket list, and who can blame them. Particularly when winters can be more stressful for seniors. To ensure your RRSP can fund travel costs, you need to make sure you save enough and that you’re invested in […]

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Interest Rates Changed – Should Your Investment Portfolio?

By Nest Wealth on 02/05/2018Article 2 Minute Read

This week, the Bank of Canada bumped up the interest rate by 0.25%, to 1.25%. While this decision shows that our economy is strengthening, it raised some concerns among investors, particularly those who own bond funds, also known as fixed income. The reason some investors who own bond funds are concerned about the recent interest […]

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Stick to the Plan: How to Ride Out a Bear Market

By Nest Wealth on 02/05/2018Article 4 Minute Read

Being surprised by a stock market crash is a lot like being surprised by the first snowfall of the season. It’s winter! It happens every year! We know this, and yet every year there are those people that throw their hands up at the first sign of snow, acting genuinely surprised. Like they never saw […]

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BusinessMore on Business

Business

Nest Wealth Named one of Canada’s Best Workplaces™ in Financial Services and Insurance for 2018

TORONTO, ON, August 14, 2018 – Nest Wealth, Canada’s leading digital wealth solution provider, is thrilled to announce that it has has been named one of Canada’s Best Workplaces™ in Financial Services and Insurance for 2018. Nest Wealth received this honour after a thorough and independent analysis conducted by Great Place to Work®, which gathered […]

By Nest Wealth on 14/08/2018

Announcement2 Minute Read

Business

We’ve Updated Our Look! Welcome to News From the Nest

We’ve been busy working on a few upgrades over the past few weeks. You might’ve noticed we look a bit different today, perhaps a bit fancier? Thanks! We’ll take the compliment. So what’s the change? We’ve made a few adjustments to create a better customer experience for our clients. We’re excited to announce the launch […]

By Nest Wealth on 28/06/2018

Announcement2 Minute Read

Business

Making the Move to Digital: Proudly Announcing Our New Partnership with SP Wealth LP

A recent win for Nest Wealth! We’re proud to announce our latest partnership with wealth management firm, SP Wealth LP. Read how Nest Wealth Pro partners with SP Wealth LP to provide a fully digital solution to help improve operational efficiency, increase advisor capacity and better engage clients. Nest Wealth, North America’s leading digital wealth […]

By Nest Wealth on 23/04/2018

Announcement3 Minute Read

LifeMore on Life

Life

Preparing For The Costs Of University

This September marked the first day of school for a lot of students (and their parents) across the country. Perhaps this was your first time sending your kid off to university for their very first year of undergrad, or maybe this was your second or third time around. If one thing remains true across all […]

By Nest Wealth on 13/09/2018

Article3 Minute Read

Life

Why an Emergency Fund is a Must for Homeowners

Guest Post By: Penelope Graham, Zoocasa When you’re a homeowner, asking the theoretical “what’s the worst that could happen?” can’t be taken lightly. Now that you’ve undertaken such a large financial responsibility – likely the largest you’ve ever had – do as your old Scout or Guides leader commanded, and be prepared. For most homeowners, […]

By Nest Wealth on 23/08/2018

Article5 Minute Read

Life

In The Case Of Will Creation, Sooner Is Always Better

No matter what stage of life you’re in, creating a will is important. Although your age shouldn’t dictate when to start creating a will, planning your estate becomes increasingly more important for us the older we become. And let’s face the obvious, it’s not a fun thing to plan. But creating a will can bring […]

By Nest Wealth on 09/08/2018

Article4 Minute Read

TechnologyMore on Technology

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

Technology

What is 2-Factor Authentication And Why Does It Matter?

You’re likely faced with it every time you try to access one of your online accounts. It prolongs your sign-in experience by a few seconds, but that extra step in verifying your identity could mean the difference in an account that’s secure, and one that’s not… With the increase in cyber-crime over the past few […]

By Nest Wealth on 01/08/2018

Article2 Minute Read

WealthMore on Wealth

Wealth

Smart Money: How Are Account Fees Charged?

Canadians pay some of the highest management fees when it comes to traditional investments, like mutual funds. At Nest Wealth, our low capped monthly management fee ensures you’ll only ever pay as much as $80 a month. If you’re wondering how our fees work or if you’re curious to open a second account with us, […]

By Nest Wealth on 21/09/2018

Video1 Minute Read

Wealth

Smart Money: What is Compound Interest?

Often when people think of interest debt, compound interest is the first thing that comes to mind. This is most commonly the interest owed when you don’t pay off credit card and loan balances. Interest can actually work in your favour when you’re earning it on money you’ve invested and continue to reinvest. Watch Episode […]

By Nest Wealth on 14/09/2018

Video1 Minute Read

Wealth

Smart Money: What Is A Corporate Account?

Whether you’re looking to open an investment account for your business or want to learn more about Corporate Accounts, your questions are all answered in this episode of Smart Money. Watch Episode 4 of Smart Money, A Web Series by Nest Wealth What Is A Corporate Account? The Details Unfolded In Episode 4 of Smart […]

By Nest Wealth on 07/09/2018

Video1 Minute Read