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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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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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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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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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Meet Nest Wealth at Work

By Randy Cass on March 25, 2018

About a year ago, we became aware of the fact that over 13 million Canadians were unable to save for retirement by contributing to a program like a group RRSP at work. Most small and medium sized businesses wanted to offer their employees this type of benefit but the traditional offerings were complicated or expensive or took too many resources.

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Group RRSPs for Small Business – Myth Vs. Reality

By Admin User on March 16, 2018

For years, the appeal to working for large corporations or the public sector was the promise of a comfortable retirement. Provided you put your “nose to the grindstone”, and “toed the company line”, many dedicated employees looked forward to, and often were rewarded with a pension when their careers wound down.

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When Should You Hire a Tax Professional?

By Admin User on March 4, 2018

Tax season creates a certain level of discomfort for many Canadians, even if they have a simple return to file the tax jargon thrown at us during this time of year can be incredibly daunting. With the rise of online tax software it is becoming easier and more straightforward to file your return, but there are still a number of instances where you may look to hire a tax professional. While you might be able to fiddle your way through the forms, there are some cases where wouldn’t want to make a costly mistake.

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The True Cost of Lacking Trust in FinTech

By Admin User on February 19, 2018

Every year conducts an annual Digital Money Trends survey, where they ask a sample of Canadians about their relationship with money and financial technology (fintech). This year’s report highlighted a worrisome trend.

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From the Moment You Read this Headline, You have 48 Hours to save $323,654.40

By Randy Cass on February 13, 2018

Remember the old Mission Impossible television show? You know the ones when the critical message warns the listener that they have 10 seconds until the tape self-destructs? Would you be surprised if I told you that cinematic moment has more in common with financial success than almost any other video about investing you’ve ever seen? 

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