Using leading edge technology and industry-tested investment rules, Nest Wealth creates a low-cost, customized global portfolio built specifically for your life goals. Once you’re invested, we take care of monitoring and rebalancing your portfolio so you can get on with enjoying your life.
Your customized portfolio is professionally managed for as little as $20 a month.
Before Nest Wealth, only the richest Canadians could afford the services of a personal portfolio manager and customized wealth management solutions. Now, Canadians can finally have their investments managed like they deserve to have their investments managed.
We have no products to sell you and no buckets to fit you in.
Our priority is getting to know you. Once we understand what you’re saving for - a secure retirement, a better education, a bigger house or something else specific to you - then we begin constructing a solution that will work for you.
You’ll end up with a customized portfolio built specifically for your financial situation, time horizon, goals and risk tolerance. Your investment account should adjust to your life, not the other way around.
Your portfolio is constructed using the same tools and practices that large institutions utilize. We create your portfolio with at least seven asset classes and invest your your money in low-cost ETFs.
Your portfolio is globally diversified across industry sectors and investment types. It is constructed using Nobel-prize winning research to maximize efficiency of returns, while minimizing risk.
So while you’re living life, we’re making sure that your portfolio stays properly balanced. If market movements cause your portfolio to deviate from where it should be, we’ll put it back in line with your investment plan.
As your life changes, we’ll help make sure that your investment plan evolves with you.
Each year you’ll be asked to answer a few questions that let Nest Wealth determine how things might have changed in your life. Based on those answers, your Nest Wealth portfolio will stay aligned with your goals and your ability to accept risk. This way, you can enjoy the peace of mind that professional wealth management brings.
Instead of charging you a percentage of your assets throughout your life, your monthly subscription starts at $20 a month and is capped at $80 regardless of how much money you decide to place in your account or how much your account grows over time. If your current advisor or fund doesn’t cap your fees, you should ask them why not.
This single difference in how we treat you and your account can amount to hundreds of thousands of dollars in additional wealth accumulated over your investing life.
We also provide you with clear, accurate online reporting whenever you want it so you always understand exactly how your investments are performing and how much you’re paying for fees.
Learn more about the impact of lower fees.
We're changing the way Canadians invest with the country's first subscription based investment service.Start my investment plan