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.
Nest Wealth makes investing easy for you by using smarter technology and proven investment principles.
Whether you’re saving for a secure retirement, a better education, a bigger house or your own special goal, we build a customized solution to suit your financial situation, time horizon and risk tolerance.
Managing your portfolio takes a lot of time and effort. Use Nest Wealth to delegate better. We manage your money based on proven investing principles and Nobel Prize-winning† theories.
The high cost of mutual fund fees are avoidable. Instead of 2.35% charged by the typical equity mutual fund**, our monthly subscription starts at $20 a month and is capped at $80 a month regardless of how large your account grows.
Most people have portfolios that aren't properly diversified. Fixing this can improve returns while also reducing the riskiness of your portfolio. With Nest Wealth, your portfolio is globally diversified across industry sectors and asset classes. We will monitor your portfolio and rebalance it, when needed, to keep it in line with your goals.
You also get access to transparent online reporting whenever you want it so you always understand exactly how your investments are performing and how much you are paying in fees. Your web interface is a click away 24/7.
We’re here for you. Speak to your portfolio manager or customer care advisor by emailing us at firstname.lastname@example.org, starting a chat conversation, or by scheduling a call to speak at your convenience.
Nest Wealth will manage your portfolio, find the right asset mix for you, monitor it and take action whenever necessary. Throughout it all, you stay in control with full transparency into what we do, when we do it and why it’s been done.
We're changing the way Canadians invest with the country's first subscription based investment service.Start my investment plan