Privacy Policy
Learn how we protect your privacy.

Nest Wealth Asset Management Inc. is required to provide its clients and consumers a disclosure statement, outlining the firm's procedures and policies regarding the safeguarding of non-public personal information that is obtained during the normal course of business.

Nest Wealth Asset Management Inc. understands your privacy is important and Nest Wealth Asset Management Inc. is committed to maintaining your confidentiality. This notice will help you understand what types of non-public personal information - information about you that is not publicly available - we may collect, how we use it and how we protect your privacy.

We recognize that you expect your personal information to be handled in a professional, confidential manner and we have adopted the following policies to safeguard your privacy and to explain the circumstances, under which we may collect, maintain and use any non-public personally identifiable information that you may provide us.

We collect information about you to help us serve your financial needs, provide client support, offer new products or services, and fulfill legal regulatory requirements. The type of information we collect may include:

  • Information we receive from you on applications or other forms (e.g., your name address, social insurance number, assets and income).
  • Information about your transactions with us or others (e.g., your account balance, payment history, and transaction amounts).
  • Information that we receive from a consumer reporting agency (e.g., your creditworthiness and/or credit history).

We do not share non-public personal information about you with unaffiliated third parties with whom we have no contractual business relationship for their independent use unless (1) you give us permission, (2) it is necessary to complete a transaction on your behalf, (3) it is necessary to protect against fraud, comply with a subpoena or other court order or is otherwise required or permitted by law.

We do not sell information about you to outside unaffiliated companies. Further, we restrict access to your personal and account information to those employees and affiliated third parties who need to know that information to provide products or services to you and maintain strict physical, electronic, and procedural safeguards to guard your non-public personal information.

If you decide to close your accounts(s) or become an inactive client, we will adhere to the privacy policies and practices described in this notice.

We reserve the right to change these privacy policies at any time. You will receive appropriate notice of changes to our Privacy Policy. You may opt-out of the disclosure of non-public personal information to a non-affiliated third party by giving us notice in writing or email.

If you have any questions about our privacy policy or want to file a complaint, please feel free to reach out to our team at questions@nestwealth.com

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