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Value Partners Investments Selects Nest Wealth Pro to Transform its Wealth Management Offering

Global Banking and FinanceJune 12, 2018

Nest Wealth Pro is a digital wealth platform that incorporates a firm’s existing processes and infrastructure to onboard, engage and manage their clients more efficiently.

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Nest Wealth introduces digital group RRSP solution

The Insurance and Investment JournalMarch 27, 2018

Robo-advisor Nest Wealth announced March 27 the official launch of Nest Wealth at Work – a fully-digital, group RRSP plan for small-to-medium-sized businesses.

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Robo-advisories lure wealthy investors with ultra-low fees

Globe and Mail November 30, 2017

Robo-advisors are often considered a good fit for tech-savvy millennials with small accounts. But whether they are a good fit for high-net-worth investors is open to debate.

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National Bank investing $6 Million in Nest Wealth, plans to integrate robo-advisor tech

BetaKitApril 24, 2017

The deal is part of multiple agreements between Nest Wealth and National Bank, which include Nest Wealth licensing its investment technology to National Bank to help its advisors manage clients’ money using digital practices.

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National Bank takes minority stake in robo advisor Nest Wealth

Toronto StarApril 21, 2017

National Bank has made a $6 million investment in Toronto-based robo-advisor Nest Wealth, a major step for one of Canada’s big banks moving into the rapidly growing online investment industry.

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Fintech firm scores deal with Big Six bank

Wealth ProfessionalApril 24, 2017

Nest Wealth, one of Canada’s top fintech firms, has entered into multiple agreements with National Bank. Among other deals, National Bank has acquired a $6 million minority investment in Nest Wealth and has licensed the fintech’s platform for its own digital wealth experience

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High-tech alternatives to banks

CBC NewsMarch 24, 2017

Like Uber for taxis and Airbnb for hotels, innovators are looking to disrupt banking and capitalize on the aftershock of revelations into the practices of the Big Banks. CBC News The National reports.

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Nest Wealth platform review

Young and ThriftyMarch 18, 2017

A review and behind the scenes look at Nest Wealth, the first entrant into the Canadian robo advisor market and one the market leaders in Canada

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Nest Wealth teams up with Credential Financial

Business News NetworkMarch 16, 2017

Randy Cass joins BNN to discuss his partnership with Vancouver-based Credential Financial and the next phase in digital wealth management.

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