Nest Wealth makes it easy for you to obtain sophisticated wealth management focused on your long-term goals without high fees, large minimums or lack of transparency.
Your account safety is our top priority.
We use bank-level security measures to ensure your data is collected and stored safely. We encrypt all communication between your browser and our servers, store all of your data on secure servers, and continuously test our processes and procedures to ensure your data is secure and safe.
All client accounts are held at National Bank Correspondent Network (NBCN), a subsidiary of National Bank. NBCN is a member of the Canadian Investor Protection Fund (CIPF), which covers each account up to $1,000,000 against insolvency or bankruptcy. Each account is backed by the strength of National Bank, which according to Bloomberg was ranked as one of the world’s 20 strongest banks between 2010 and 2013.
Nest Wealth is also regulated by the Ontario Securities Commission (OSC).
As a regulatory body, the OSC administers and enforces compliance with the provisions of the Securities Act (Ontario) and the Commodity Futures Act (Ontario). Specifically, the OSC works to protect investors and foster fair and efficient markets by making and monitoring compliance with rules governing the securities industry in Ontario.
You may be eligible for the independent dispute resolution service offered by the Ombudsman for Banking Services and Investments (OBSI).
To understand how to file a complaint with us, visit our file a complaint page.
We’re committed to transparency in all aspects of our work together - from how we’ve priced our service to how we disclose these fees on your statements.
If you have concerns about the protection of your account or you have questions, please feel free to contact us at firstname.lastname@example.org.
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