A wealthier future for your clients and you

Nest Wealth Plus is a digital wealth solution that provides your clients access to low cost customized ETF portfolios with a paperless digital onboarding process.

Expand your audience

Increase your appeal to high-net-worth and other investors looking to take advantage of a low-cost digital solution.

Scale your Business

Save time and money by leveraging technology that reduces time spent on non-revenue generating tasks while keeping more of what you earn.

Be independent

Take control of the solutions you offer your clients and work with an independent partner that prioritizes the success of you and your clients over external big company interests

A solution for different partners

The benefits of Nest Wealth Plus

Financial Planner

Easy Client Referrals
Our platform makes customer referrals fast, easy and hassle free.

Save Your Clients Money
Our capped monthly fees means the more your clients invest the more they save. Your clients pay maximum $80 a month no matter how much they invest.

Get Better Insights
Our advisor dashboard makes it easy to get all the information that powers the financial plan you create.

Life Licensed Agent / Broker

Diversify your Offerings
Add low cost custom ETF portfolios to your offerings for your clients.

Strike the Right Balance
Deliver a win-win proposition that makes you look great in the eyes of your clients.

Save Your Clients Money
Our capped monthly fees means the more your clients invest the more they save. Your clients pay maximum $80 a month no matter how much they invest.

 

Financial Advisor

Offer Another Option
Add custom ETF portfolios to your product shelf for your clients

Get Rid of the Headaches
We focus on the compliance, administrative and suitability work.

Transition your Practice for the Future
Alleviate risk and compliance burden while maintaining access to client information and improved tracking of all of your client accounts. Best of all, keep more of your revenue and decrease your overhead costs.

 

Dealer / MGA

Help your Team of Advisors Reach Their Full Potential
Enable your advisors to have access to low cost custom ETF portfolios through an innovative digital platform.

Level the Playing Field for your Advisors
Improve retention and increase client leads through reaching a broader audience with another product offering.

Flexibility to Service All Your Client Segments
We provide you with the support to mitigate risk, decrease compliance burden and improve the client experience overall.

 

Integrated Financial Planning

Advisors can get access to integrated financial planning with RazorPlan which is used by over 2000 Canadian advisors. Using propritetary calculations and algorithms, advisors can use RazorPlan to analyze a client’s financial and risk management needs while allowing them to create actionable client plans for different scenarios and priorities.

Read more

Meet your team

Neil Greenbaum

Neil Greenbaum

Mona Zabet

Mona Zabet

Have any questions?

For support or inquiries please contact us at:

Call Us

Frequently Asked Questions

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Do I need to be licensed?

You do not. We work with many life licensed advisors looking to add investments to their practice. If you are registered with a securities regulator, however, please reach out to us to discuss as we will need to have an agreement in place with your sponsoring firm.

Do you have any minimums or quotas I have to meet?

None – We do not have any account minimums or quotas that you have to meet.

Can I transfer my book of business?

Absolutely, we have had many advisors move their book of business to our platform. Our team can help get you on the road to independence and make this transition as smooth as possible.

Can I choose my own referral fee?

Absolutely, you have the flexibility to implement a percentage or a custom grid based on AUM. We even have a flat fee model for financial planners.

What will I be given access to?

You will have access to an advisor dashboard that gives you full visibility into your clients’ investments with us.

What do I need to get started and what is the process?

Our process is quick and easy. Reach out to us for an initial conversation where we can determine if this platform is a good fit for your business. We can do a quick demo and from there we can get the ball rolling.

Do my clients get preferential pricing?

Clients who are referred to our platform through an advisor are eligible for preferred pricing on management fees. Please reach out to us to learn more.

How do I access support?

You can call us at (647) 725 2559 x 6 or email us at [email protected].

What other tools do you have for advisors?

In 2019 we acquired RazorPlan, a leading financial planning software in Canada. In addition, we also have a digital group RRSP plan for employers that is free for employers. Reach out to us to learn more about how you can get access to these amazing tools.