Nest Wealth Direct

Simplified Wealth
Management For
Individual Investors

Lower Portfolio Management
Fees in Canada

BUILD MY PORTFOLIO

Nest Wealth Direct is a sophisticated wealth management solution that allows you to pay less and keep more of your money by offering the lowest portfolio management fees in Canada.

You don’t have to choose between digital and traditional advisors. We offer various pricing solutions for different investor types, including those already working with an advisor.

We’ve built a better way for you to invest.


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.

Nest Wealth Direct Offers Personalized Portfolios

Your personal financial goals are important to us. That’s why we created personalized portfolios for each & every investor.

Our Investment Approach

We take a prudent approach to investing, ensuring that we invest your funds across many markets, properly diversified amongst asset classes for the long term, and based on the best empirical research available.

Asset Classes

Asset classes are the fundamental building blocks of a portfolio. Your asset mix will take into account your time horizon, risk tolerance and other relevant personal/financial circumstances.

Rebalancing

Creating your customized portfolio is only the starting point of a successful investment strategy. Every step of the way, Nest Wealth will ensure you are working towards your stated financial goals.

Fee Structure

Management Fees: Your management fee ranges from $10 a month to $150 per portfolio (client ID) that you hold with us. This fee is for portfolio management and service activities offered by Nest Wealth.

Underlying Management Expense Ratio (MERs): The investments held in your portfolio (ETFs and/or Pooled funds) have a built-in cost charged by the companies managing them. Our passive ETFs MERs range from 0.06% to 0.37%.

Currency Exchange: When we buy or sell US dollars to trade ETFs in your CAD accounts, the custodians charge an additional fee to the exchange/conversion rate used.

Other Custodial Fees: When you open an account through Nest Wealth, your account is held with one of two custodians (NBIN or FCC). During account opening, you will receive additional information about the custodian fees in effect as of this time for other day-to-day administrative requests that can arise.

What Is An ETF?

An exchange-traded fund (ETF) is an investment fund traded on a stock exchange (like a stock), but holds a basket of investments (like a mutual fund). Most ETFs track broad, well-established indices like the S&P 500 or TSX. ETFs are a low-cost and efficient way to build a diversified investment portfolio. They allow you to gain exposure to a variety of asset classes like bonds, equities and real estate.*

The Ultimate Wealth Solution For Financial Advisors

 

Nest Wealth Plus is not just a platform; it is your partner in simplifying wealth management. Focus on your clients: not paperwork. Transition to a digital future with Nest Wealth Plus and experience business independence.


Nest Wealth Pro Is embedded within your portal, it looks and feels like your organization, including your corporate branding visual standards.

If your advisors spend most of their time within your own advisor portal, then Nest Wealth Pro is for you. Nest Wealth Pro is branded to look and feel like your existing portal. With API integrations, your advisors never have to leave your portal, creating a seamless experience.

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A sound
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Real Results.
Real ROI.

Financial Advisors IPad and financial Dashboard

“I’m very pleased with the transition and transfer of my business to Nest Wealth. Their strong competitive advantages include their ability to seek timely solutions, the high-quality support team ensuring client service issues are sorted out with the custodian, and the excellent, easy-to-use client and advisor interfaces. The sign-in as a client feature is first in class compared to the competition.

The RazorPlan financial planning tool is excellent. I find it beneficial to include this in my client service level offering. I use it to project retirement income and to present life insurance sales opportunities. I’m looking forward to having the comfort of a reliable and competent solution for my wealth management business.”

— Ian Thompson | Director, Governance & Analytics, Jones DesLauriers

 

Digital Onboarding

Open accounts and add new clients in as little as 5 minutes with absolutely no paper and straight-through processing to the book of record.

Insights Dashboard

In one view, gain visibility into key business metrics and be notified of suggested actions to move your prospects to clients.

Actionable Insights

Our intuitive actionable insights allow your firm and your advisors to recognize and proactively engage with your clients based on what matters most to them.

Configurable Solution

Use your branding and have the freedom to use your risk profile questionnaire, portfolios, products and custodians. With role-based permissions, assign the appropriate permissions for each user to efficiently manage platform access.

Get Started & Build Your Portfolio

BUILD MY PORTFOLIO