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

What Startups Should Look for in a Group RRSP

By Ben Grant, Manager of People at Jobber If you’re a startup founder or working in a people management role for a growing startup, you know how important it is to build a great team. At Jobber, we’re building software that helps small businesses with their day-to-day operations. In the last year we’ve grown a […]

By Julia Dilecce on 19/09/2019

Article4 Minute Read

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

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

Money Management Tips for New Parents

Guest Post By: Rick Pendykoski Every first-time parent is bogged down by a lot of overwhelming responsibilities – stocking up on diapers, bottles, toys, baby clothes, furnishing a nursery, buying kid-friendly furniture, a cot, a stroller, a car seat, and the list can go on. Not to mention the sleep deprivation and exhaustion! Amidst all […]

By Nest Wealth on 12/09/2019

Article5 Minute Read

Life

Top Five Best Financial Moves to Make When You Get Married

Guest Post By: Kendra Madsen You did it! You have found the person you want to spend the rest of your life with! Getting married is one of the biggest and most exciting decisions you will make in your life. Whether you are in the crazy wedding planning phase or just coming off the high […]

By Nest Wealth on 13/08/2019

Article7 Minute Read

Life

5 Home Updates You Can do for Less Than $300

Guest Post By: Jessica Thiefels Did you know that it can cost between $18,000 and $75,000 to renovate multiple rooms, depending on the square footage of your home? You could spend thousands of dollars on home renovations—not to mention endless hours trying to find a trustworthy contractor and countless sleepless nights while your home is under construction. Or, […]

By Nest Wealth on 09/08/2019

Article4 Minute Read

TechnologyMore on Technology

Technology

Ways to Save on Back-To-School Shopping

Although it doesn’t feel like it outside, summer is winding down, which means a new school year is coming. August is a peak month for shopping (second to the holiday season), with 75% of families making back-to-school purchases during this time.

By Nest Wealth on 08/08/2019

Article4 Minute Read

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

WealthMore on Wealth

Wealth

Big Changes Coming for the Home Buyer’s Plan

Guest Post By: Penelope Graham, Zoocasa If you purchased your first home recently, or are considering getting into the housing market, chances are you are familiar with the Home Buyer’s Plan, a popular federal program that allows home buyers to tap into funds set aside in the Registered Retirement Savings Plan (RRSP) to go toward […]

By Nest Wealth on 16/09/2019

Article5 Minute Read

Wealth

5 Common Money Mistakes Made by Gen X and Gen Y

Guest Post By: Shiv Nanda There’s a lot of talk about how Generation X and Y do things differently than Baby Boomers, but what does this really mean? Well, here’s the scoop: – ‘Baby Boomers’ generally means people born between 1944 and 1964 – ‘Gen X’ refers to people who were born between 1965 and […]

By Nest Wealth on 06/09/2019

Article3 Minute Read

Life

How To Recover From Summer Spending

We only have a few short months of the season to enjoy, but that doesn’t stop us from splurging.

By Nest Wealth on 07/08/2019

Article3 Minute Read