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The Investing Gap: A True Cost Of Being A Woman

By Nest Wealth on May 24, 2018

Research has been ongoing for decades to try and put some hard statistics behind gender equality in the workplace. But it’s a fact. Gender inequalities exist and women are paying the price, especially with their finances.

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What The Eff is An ETF: Why are robots taking over investing and what should I do about it?

By Nest Wealth on May 22, 2018

We chat face-to-face with a lot of people in what we’d like to call our “target demographic” to get their current perception of robo-advisors. It helps us stay real and grounded. Joe, who lives in the Greater Toronto Area of Ontario shared his personal view—and this is one of our favourites, because it’s extremely common for us to hear!

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Top Mistakes Parents Make When Teaching Their 20-Something-Year-Old Financial Literacy

By Nest Wealth on May 16, 2018

It’s a trend that’s been increasing now for about a decade in Canada. Young adults are facing a difficult market and parents are feeling the impact of this. The 2016 Census reported that just over one-third of young adults aged 20 to 34 in Canada are still living with their parents. That’s 34.7%! But it’s difficult to explain why.

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Robo-Advisors Are Here To Stay: Changing the landscape by digitally offering more for less

By Nest Wealth on May 11, 2018

With more innovation taking place in wealth management, there’s a dire need for professional participants to adapt to the changing landscape. But that doesn’t limit the impact to robo professionals and consumers only.

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Leading Digital Transformation: Top things to do to keep your business innovating

By Nest Wealth on May 11, 2018

If there’s one thing we’re always taught about business it’s that change is constant. If you’re concerned that your offering isn’t transforming to meet the needs of the digital age fast enough, chances are there’s a much bigger question you should be asking yourself.

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Why Passive Investing Isn’t Passive At All: A closer look at passive and active investing

By Nest Wealth on May 10, 2018

There are two main approaches used to invest: passive and active investing. So what do they mean? And what are their main differences? Here we’ll discover the myths of passive investing and help you understand what makes them so different. 

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Got Pre-Retirement Jitters? Here’s three things to consider before making the decision to retire

By Nest Wealth on May 2, 2018

Yes, pre-retirement jitters are a real thing! Ask anyone nearing the end of their professional career. The reality is, choosing to retire is no easy or simple decision.

In fact, thinking about retiring can be a pretty stressful and intimidating thought because uncertainty for the future poses a lot of anxious questions. Do I have enough of an income to sustain my current lifestyle? Will I need to access more money than I anticipated? Am I truly ready to make this kind of commitment? If you’re unsure about any of these questions, you are definitely not alone.

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Move Over Millennials: Demystifying who actually invests with robo advisors

By Nest Wealth on May 2, 2018

Because millennials are known as early technology adopters, it doesn’t take a rocket scientist to figure out why robo advisors are commonly misconstrued as the investing style for the young and the tech savvy only.

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Making The Move To Digital: Proudly announcing our new partnership with SP Wealth LP

By Nest Wealth on April 24, 2018

A recent win for Nest Wealth! We’re proud to announce our latest partnership with wealth management firm, SP Wealth LP.

Read how Nest Wealth Pro partners with SP Wealth LP to provide a fully digital solution to help improve operational efficiency, increase advisor capacity and better engage clients.

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Getting Financially Fit: What you can start doing now to benefit your financial well-being.

By Nest Wealth on April 22, 2018

You’ve made it past RRSP season, and you’ve likely already filed this year’s tax return. Now that you have a better understanding of your income and cash flow, there’s no better time to get your finances in shape, and we’re here to help you.

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