How is your data kept safe?

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.

We protect your privacy. You can read about our cookie policy and privacy policy to understand how we collect and use your private information.

How are your accounts protected?

All client accounts are held at either National Bank Independent Network (“NBIN”) or Fidelity Clearing Canada (“FCC”). NBIN is a subsidiary of National Bank Financial and FCC is a member company of the Fidelity group of companies, which combined have assets under management of $2 trillion. They are members of the Canadian Investor Protection Fund (CIPF), which covers each account up to $1,000,000 against insolvency or bankruptcy of the custodian. NBIN and FCC are members of Investment Industry Regulatory Organization of Canada (IIROC).*

How else are my accounts protected?

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.

How can I file a complaint?

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.

What is Nest Wealth’s commitment to transparency?

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.

Who can I speak to about my account protection and/or privacy?

If you have concerns about the protection of your account or you have questions, please feel free to contact us at

*FCC is an indirect, wholly-owned subsidiary of 483 Bay Street Holdings LP, which is a joint venture between FIL Limited and Fidelity Canada Investors LLC. FCC and two other separate related legal entities that are also Canadian securities registrants – Fidelity Investments Canada ULC and Fidelity (Canada) Asset Management ULC – conduct business under the “Fidelity Investments” brand, which is a trademark of Fidelity Investments Canada ULC and a registered business name of FCC. However, each Canadian securities registrant operates and conducts its business independently of each other.

Fidelity Clearing Canada ULC is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).