Retire with More


Every Nest Wealth client receives a personalized portfolio, a dedicated portfolio manager, and complete transparency, while paying a fraction of the fees they would normally be charged. Our clients get more.

Research shows spending more time with dogs can help reduce stress. Spend more time with puppies, and less time navigating your investments.

Research shows spending more time with dogs can help reduce stress. Spend more time with puppies, and less time navigating your investments.

Travel more! Seeing the world teaches us more about people, cultures, and lifestyles.

When it comes to investing, doing less builds more wealth

At Nest Wealth, your portfolio is set to match your risk and “be the market”, not try to “beat the market”, because history has proven time and time again that you’re likely to accumulate more wealth by investing passively.

Our goal is to help Canadians retire with more money, so we keep our fees low. Our clients receive a completely customized portfolio at a fair and dramatically lower cost than traditional funds.

Start your path to more wealth in retirement, and have greater peace of mind today. All you do is make the decision to open and fund your account, and we’ll handle the rest.

Open An Account Today

Travel more! Seeing the world teaches us more about people, cultures, and lifestyles.

Investment Fees Can be the Average Canadian Household’s Second Largest Expense after Buying a Home

We recently performed a study on Canadian investors and their fees paid over a lifetime. Next to buying a home, fees paid on investments can be the average Canadian household’s largest single lifetime expense , costing them $323,654.40.

Do you know what you’re paying in fees?

Try Canada’s first free fund fee calculator to instantly (safely, and anonymously) check the fees you’re paying on your investments.

Mutual Fund Fee Calculator

More ice cream sandwiches are always a good idea.

More ice cream sandwiches are always a good idea.

The Press Loves Us!
Robo-advising: Not just for millennial investors

June 18, 2016

Years of traditional investing convinced Anna and Kirk Foat to try an online investment adviser...

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New disclosure rules mean big opportunities for robo-advisers

July 15, 2016

New regulation is usually met with a certain level of wariness from business owners, but Randy Cass is welcoming CRM2, an upcoming change in the financial services industry, with open arms...

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Peace of mind or just another headache? The pros and cons of putting your finances on auto pilot

May 27, 2016

$39.98 and $182. Without touching cash or even tapping my card, I immediately owe $264.20 every month...

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Huge growth predicted for robo advice in Canada

May 20, 2016

The Growth of Robo Advice in Canada outlines how automated investment advice has grown quickly since debuting with the likes of Nest Wealth and WealthSimple back in 2014....

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What our clients are saying
Curious to see how Nest Wealth can help add more to your bottom line? Build your personalized portfolio today!

It's completely free, and a perhaps the greatest return on a few minutes of your time.

Show Me My Free Personalized Portfolio
Frequently Asked Questions

What type of accounts can I open?

You can open all types of accounts – both registered and non-registered, such as cash, TFSAs, RRSPs, SRRPs, RRIFs, and RESPs. We work with personal, joint, corporate, and trust accounts.

Is my money secure?

We're regulated by the Ontario Securities Commission and all accounts are held at National Bank Correspondent Network (NBCN) – a member of the Canadian Investor Protection Fund (CIPF), which covers each account up to $1,000,000 against insolvency or bankruptcy.

Are there any other fees associated with my account?

The only other fees you incur are the costs of trading and holding the ETFs you will own. The ETFs that will be in your customized portfolio average 0.15%. NBCN charges $9.99 for each trade but Nest Wealth will absorb all trading costs that exceed $100 / year.

Are there any fees if I close my account?

There are no exit fees charged by Nest Wealth associated with ending your relationship with Nest Wealth. NBCN may charge fees for closing your account with the bank.


Have other questions? You may find the answer here:

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Nest Wealth FAQs