INVESTORS
Build a portfolio in minutes
By answering just a few questions, you can build your own personalized portfolio in as little as five minutes.
Monitor your savings
Watch your money grow and track your progress toward your financial goals.
Unlimited access to support
Your account is managed by a professional, experienced portfolio manager. Our support team is here to help you every step of the way.
Simple and solid Portfolio Management
Reach your personal financial goals with a sophisticated wealth management solution
Fixed monthly fees
You know in advance how much our fee is: it only depends on the value of your portfolio.
The average portfolio Management Expense Ratios (MERs) are 0.13%.
Management Expenses are not charged by us, but indirectly by underlying fund companies, and impact the returns you see as an investor.
Your money is safe
Nest Wealth is the trade name of Nest Wealth Asset Management Inc., a registered portfolio manager in the provinces of AB, BC, MB, SK, PE, NB, NL, NS, QC and ON, and is a member of the Ombudsman for Banking Services and Investments (OBSI), as well as the Portfolio Management Association of Canada (PMAC) and of the Securities and Investment Management Association (SIMA). We use third-party custodians Fidelity Clearing Corporation and National Bank Independent Network who are members of CIRO and of CIPF
FINANCIAL PROFESSIONALS
Expand your audience
Increase your appeal to high-net-worth and other investors looking to take advantage of a low-cost digital solution.
Scale your business
Save time and money by leveraging technology that reduces time spent on non-revenue generating tasks while keeping more of what you earn.
Be independent
Take control of the solutions you offer your clients and work with an independent partner that prioritizes the success of you and your clients over external big company interests.
A wealthier future for you and your clients
- Fast onboarding, more advising Onboard your clients in under 15 minutes. Say goodbye to paperwork and manual compliance burdens.
- Seamless book transfer Assisted transition of your book of business to Nest Wealth platform. No AUM minimum required.
- Smart rebalancing Monitor and rebalance portfolio asset allocation to ensure it aligns with clients’ goals and risk tolerance.
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