Pricing That Works

Did you know that Canadians pay some of the highest mutual fund fees in the world? At Nest Wealth, you can reach your investment goal with more in your pocket. Your financial future will thank us later.

Build My Free Portfolio

The lowest monthly investment fee in Canada

Under 75K$20per month

YOU SAVE UP TO: $119 a month in mutual fund fees*

75K to Under 150K$40per month

YOU SAVE UP TO: $239 a month in mutual fund fees*

150K & Above$80per month

YOU SAVE UP TO: $849 a month in mutual fund fees*

Account Benefits Here's what you'll get

Customized Portfolio Creation

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Customized Portfolio Creation

Your portfolio is personalized to your needs. When you open an account at Nest Wealth, we ask you questions to gauge your risk tolerance and learn about your goals to ensure we build a portfolio that’s just right for you.

Diversified Asset Allocation

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Diversified Asset Allocation

We use seven different asset classes to ensure your investment is well diversified in the market, giving you a best-in-class investing experience.

Specific ETF Selection

Specific ETF Selection

Using our passive investing approach, your portfolio is comprised using seven ETFs in different asset classes. We give you a personalized asset mix that works for your investing style and goals.

Optimized Portfolio Construction

Optimized Portfolio Construction

We ask you a series of questions to understand your risk tolerance, time horizon and ultimate investment goal. Using your answers, we construct your personalized investing strategy.

Consistent Portfolio Monitoring

Consistent Portfolio Monitoring

We’ll review your risk profile annually to ensure you’re always on the right track. Plus, with our platform, you have the autonomy you need to track and monitor your investments anytime, and anywhere.

Threshold Portfolio Rebalancing

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Threshold Portfolio Rebalancing

We’re always prepared for market fluctuations. With our passive investing strategy, your portfolio will not only move with the market, but our smart technology automatically rebalances your portfolio based on market ups and downs.

Joint Accounts at No Additional Charge

Joint Accounts at No Additional Charge

Want to add an owner to your account? No problem. At Nest Wealth, we offer account types that meet your needs, like joint accounts and all at no additional charge.

Annual Updating of Information

Annual Updating of Information

With our dedicated Customer Experience team, we’ll work with you to ensure your information is always up-to-date. We connect with you on an annual basis to review your investment goal.

Support From Experienced Advisors

Support From Experienced Advisors

We may be a digital advisor, but we offer human advice. Our team of experienced portfolio managers are with you at every step of the way, so you can invest for yourself, not by yourself.

Transparent Fee & Performance Reporting

Transparent Fee & Performance Reporting

We make fees simple and transparent. With our low-capped management fees, you know that you’ll never pay more than $80 a month, regardless of your account size. Plus, we offer full transparency when it comes to your account performance with our easy-to-use dashboard.

Holistic View Of Multiple Accounts

Holistic View Of Multiple Accounts

Get your full financial picture with our simple interface. With one single sign in to all of your accounts, you'll have everything you need to manage and monitor your account performances and keep track of your goals .

Invest For Yourself, Not By Yourself

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Build A Portfolio In Minutes

With a just a few questions, you can build your own truly personalized portfolio in a matter of minutes.

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Monitor Your Savings

Watch your money grow and track your progress towards your financial goals.

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Unlimited Access To Support

Your account is managed by an experienced portfolio manager and our team is ready to help you at every step of the way.

Section 1

Additional Fees

Custodians

Nest Wealth uses two custodians, NBIN Inc. and Fidelity Clearing Canada ULC. Custodians charge per trade. We’ll cover anything above $100 in trading fees per year, so you’ll never have to pay more than $100 per year per account for trades.

Custodians also charge an account opening fee. We cover the custodian fee for your first account.

Your custodian pricing will depend on which custodian you are using.
Custodian fees are as listed below:

Fee TypeFidelity Clearing Canada (FCC)NBIN Inc.
Trading Fee$7.99 / Trade$9.99 / Trade
Additional Account Opening FeeRegistered Accounts:
$36 Annually

Non-Registered Accounts:
$25
Registered Accounts:
$100 Annually

Non-Registered Accounts:
$75

ETF Companies

We want your money to stay where it belongs, with you. That’s why we only use ETFs with low management expense ratios (MERs). MERs are charged by the ETF companies, and the average MER of the ETFs we use is 0.13% for a balanced portfolio.