Featured News

We’re Growing! RazorPlan is joining the Nest Wealth family

By Nest Wealth on 15/05/2019Announcement 2 Minute Read

We’re joining forces with RazorPlan to be part of a bigger vision. In this blog post, our Founder and CEO, Randy Cass answers questions behind the acquisition of RazorPlan, Canada’s leading financial planning software. To our valued Nest Wealth and RazorPlan customers, We’re on a mission to make wealth management better for everyone. One way […]

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Why One Low Fee Is The Best Perk Of All

By Nest Wealth on 01/02/2019Article 2 Minute Read

Nest Wealth consistently offers some of the lowest investment management fees of Canada’s digital wealth managers. With sophisticated advice starting at just $20 a month, we’re helping Canadians reach their financial goals faster and easier. In this blog post, we explore why one low monthly fee is the only perk that matters. Whether it’s through […]

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How Do Our Fees Work? Your Questions Answered

By Nest Wealth on 19/07/2018Article 7 Minute Read

Understanding how much you are paying your wealth advisor doesn’t have to be confusing or lack transparency. And having a professionally managed portfolio doesn’t have to break the bank either. But we get it, sometimes it’s just not that easy to track down the facts. When it comes to fees, we have you covered. Here […]

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Why Passive Investing Isn’t Passive at All: A Closer Look

By Nest Wealth on 09/05/2018Article 5 Minute Read

People invest in the stock market for many different reasons: their child’s education, that snowbird getaway them and their spouse keep dreaming of, or having enough cash to comfortably retire. Now more than ever, we have so many investment options available at our fingertips, but with more investing solutions comes a more complex global market […]

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Best Practices for RRSP Contributions

By Nest Wealth on 19/10/2018Article 4 Minute Read

We’ve put together some of the most common tactics when it comes to planning for retirement using a Registered Retirement Savings Plan (RRSP). And while there is still time to plan before the March 1st contribution deadline approaches, why not add some coverage to the topic to calm the collective anxiety around RRSP contributions months […]

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BusinessMore on Business

Business

Nest Wealth Named One Of The 50 Best Workplaces™ in Canada

Toronto, ON, April 26, 2019 – Nest Wealth, Canada’s leading digital wealth management solution provider, is proud to announce that it has been named one of the 50 Best Workplaces™ in Canada for 2019. Nest Wealth was previously awarded Canada’s Best Workplaces™ in Financial Services and Insurance for 2018. Nest Wealth fosters a company culture […]

By Nest Wealth on 26/04/2019

Announcement4 Minute Read

Business

4 Easy Ways To Promote Employee Wellness In The Workplace

Guest Post By: Dr. Allison Cain Winberg, CEO at ANCHOR There’s nothing small about running a small business. It’s your livelihood on the line – every single day. As you scale and hire team members, your day to day concerns grow even larger. It’s now about the livelihood of your staff. The people you’ve entrusted […]

By Nest Wealth on 25/10/2018

Article4 Minute Read

Business

The Benefit of Employee Wellness: Techniques To Reduce Stress Through Yoga

Guest Post By: YogaVision Let’s face it – life is full of pressure.  As a small business owner, you know firsthand how true this statement can be. The stakes are high to reach success and our staff is crucial to our progress.  Afterall, teamwork makes the dream work! As a business owner and Yoga Therapist, […]

By Nest Wealth on 19/10/2018

Article3 Minute Read

Inside The NestMore on Inside The Nest

Inside The Nest

We’re Growing! RazorPlan is joining the Nest Wealth family

We’re joining forces with RazorPlan to be part of a bigger vision. In this blog post, our Founder and CEO, Randy Cass answers questions behind the acquisition of RazorPlan, Canada’s leading financial planning software. To our valued Nest Wealth and RazorPlan customers, We’re on a mission to make wealth management better for everyone. One way […]

By Nest Wealth on 15/05/2019

Announcement2 Minute Read

Inside The Nest

What’s So Special About Working At Nest Wealth Anyway?

By Randy Cass, Founder and CEO of Nest Wealth Nest Wealth was proud to be named one of the 50 Best Workplaces™ in Canada 2019 on April 26, 2019. In this blog post, our Founder and CEO Randy Cass shares his perspective on the value of creating a positive company culture at Nest Wealth. Keep […]

By Nest Wealth on 26/04/2019

Article4 Minute Read

Inside The Nest

Nest Wealth’s Diversity and Inclusion Goals

It’s early Friday morning and my husband runs across the street to grab a Globe and Mail newspaper. Firstly, yes, he’s a millennial who pays for an actual printed version of a newspaper on a regular basis. And yes, I’m just as astounded as you are. But this is where things get interesting and this is why I […]

By Dominique Bouchard on 02/04/2019

4 Minute Read

LifeMore on Life

Life

A Quick Guide To Completing Your Tax Return

Warmer weather may not be here just yet, but the 2019 tax season is just around the corner! We’ve put together a quick guide to help you get the important dates and filing methods at glance for your journey through taxes this year. Every year around this time, millions of Canadians are beginning to dread filing […]

By Nest Wealth on 07/03/2019

Article3 Minute Read

Life

5 Things You Need To Know Before Opting For Life Insurance

Guest Post By: Simply Insurance As we get older, the onus of making smarter decisions is completely on us. In that context, financial decisions need to always be reviewed and strategic, because money once lost in vain isn’t so easy to earn back. That’s probably why so many people opt for different types of insurance; […]

By Nest Wealth on 09/01/2019

Article4 Minute Read

Life

5 Things to Help You Survive Your 40s and 50s

You know those days where everything feels like it’s going wrong and you’re so tired? Sometimes you don’t know what direction’s up? Those days are inevitable but they can also be a lot more manageable when you know what you’re working towards.   Here’s 5 things that’ll help you survive—and make the most of!—your 40s and 50s. 1. Do […]

By Nest Wealth on 14/12/2018

Article4 Minute Read

TechnologyMore on Technology

Technology

1 in 3 Canadians Chose Robo-Advisors For Their Investments This RRSP Season

Curious to know how Canadians invested their money this RRSP season? We set out to find out exactly how people chose to save for their financial future using RRSPs and which institutions were best suited for their needs. Read about our recent survey findings where we uncover the details about how Canadians chose to invest […]

By Nest Wealth on 25/02/2019

Article3 Minute Read

Technology

How Technology Eliminates Barriers To Investment Advice

In almost each of the spaces it interacts with, technology has eliminated barriers for us in some form or another. Even something as simple as the very first writing tool completely changed the way society communicated. Finally, there was a way to pass down information (while keeping its integrity) through generation after generation. Imagine that! […]

By Nest Wealth on 15/11/2018

Article4 Minute Read

Technology

Women, Investing And Robo-Advisors

Guest Post By: Ratehub.ca Recently, Ratehub.ca conducted a survey of over 1,100 Canadians to explore their attitudes towards financial services. The survey aimed to discover people’s attitudes towards the use of FinTech products and platforms like robo-advisors, investing overall, and bank fees. The intent is to understand behaviours and preferences to help Canadians find financial […]

By Nest Wealth on 21/09/2018

Article5 Minute Read

WealthMore on Wealth

Wealth

Useful Tips for the Beginner Investor

Guest Post By: Andrew, a Content Associate from LendEDU – a consumer education website When people think of the term “investor,” many tend to think of bankers or financial advisers sitting in offices managing other people’s money. However, each and every person can — and should — be their own investor. Getting started on your […]

By Nest Wealth on 01/05/2019

Article5 Minute Read

Wealth

5 Things You Can Start Doing Today To Improve Your Credit Score

Guest post by Borrowell You’ve probably heard of a credit score and know that it’s pretty important when it comes to your personal finances. But do you know exactly what you need to do to improve it? If you need a bit of a refresher – we’ve got you covered! A credit score is a […]

By Nest Wealth on 17/04/2019

Article6 Minute Read

Wealth

What Mortgage Borrowers Should Know About the Home Buyers’ Plan (HBP)

Guest Post By: Penelope Graham, Zoocasa For home buyers looking to enter the real estate market for the first time, amassing a large enough nest egg to put toward a down payment is often the biggest challenge, especially in the nation’s most expensive cities. Priced-out buyers in such markets do have a few alternate avenues […]

By Nest Wealth on 11/04/2019

Article4 Minute Read