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Nest Wealth

Pardot Demo - Mar 2022

Standard offerings: Nest Wealth Asset Management Inc. (“Nest Wealth”) is registered as a Portfolio Manager (“PM”) in British Columbia, Alberta, Manitoba, Saskatchewan, Quebec, Newfoundland & Labrador, New Brunswick, Nova Scotia, Prince Edward Island and as a PM, Investment Fund Manager (“IFM”), and Exempt Market Dealer (“EMD”) in Ontario.

As a portfolio manager, we provide managed account services to Canadian investors which means that we have discretion to invest, reinvest and maintain your account invested in a portfolio that is suitable for you. The suitability of your account investments is based on information that we collect about you through our digital solution and through discussions with you.