There's a better way
to build wealth.

Nest Wealth is Canada's first subscription-based investing service.

For one fair, flat monthly price we provide you with a personalized portfolio, a dedicated portfolio manager and complete transparency so you can keep more of what you earn throughout your life.

As mentioned in
What our clients are saying
Nest Wealth is changing the way Canadians invest with the country's first subscription based investing service
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Build Your Free Personalized Portfolio
Frequently asked questions
What type of accounts can you open?

You can open all types of accounts – both registered and non-registered accounts, such as cash, TFSAs, RRSPs, SRRPs, RRIFs, RESPs. We work with personal, joint, corporate and trust accounts.

Is your money secure?

We're regulated by the Ontario Securities Commission and all clients accounts are held at National Bank Correspondent Network (NBCN) – a member of Canadian Investor Protection Fund (CIPF), which covers each account up to $1,000,000 against insolvency or bankruptcy.

Are there any other fees associated with my account?

The only other fees you incur are the costs of trading and holding the ETFs you will own. The ETFs that will be in your customized portfolio average 0.15%. NBCN charges $9.99 for each trade but Nest Wealth will absorb all trading costs that exceed $100 / year.

Are there any exit fees if I close my Nest Wealth account?

There are no exit fees charged by Nest Wealth associated with ending your relationship with Nest Wealth. NBCN Inc. may charge fees for closing your account with the bank.

Pricing

Leave behind outdated wealth management fees that take a percentage of everything you invest throughout your life.

If you invest...
Traditional financial
advisor fee *
Average mutual
fund fee **
$75K
$150K
$500K
$93/month
$187/month
$625/month
$146/month
$293/month
$979/month
$20/month
$40/month
$80/month

Discover how much you can save in fees

We build your customized portfolio and professionally manage it
for one fair, low and flat monthly price.

Tailored just for you

We create your customized portfolio in minutes based on your unique financial situation, personal goals and stated risk tolerance.

Nobel Prize approach†

Your portfolio is globally diversified across industry sectors and different asset groups. We monitor your portfolio and keep it on track.

Fair pricing for all

Why pay compounding fees on your investments? Subscriptions range from just $20 to $80 a month no matter how much your account grows over time.

Take a glimpse into your future

Let's work together to give you a better way to invest. Get your free porfolio consultation today.