Open a Nest Wealth Account and Get $5001

A personalized portfolio made to support any life goal. That's investing made for life.*
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Performance That Gives You Real Results
Get access to a low-cost and well-diversified portfolio that follows industry-tested investment rules made to support life. See how we stack up against the competition.

Wealthsimple BMO Smartfolio Nest Wealth
Independently Owned and Operated 
Being independently owned and operated allows us to focus on servicing your best interests, without the distractions of other agendas or interests.
Real Human Support 
Unlike some other robo-advisors, we are required to have one of our human registered representatives have a discussion with you before an account is opened or invested.
Truly Personalized Portfolios 
Contrary to other online wealth managers, we don't do portfolio labels. Each investor is unique and receives a customized portfolio based on their unique circumstances.
One Low Capped Monthly Fee 
We are one of the only digital wealth managers that doesn't charge you a percentage of your account balance. Instead, with one low monthly management fee, you can get access to sophisticated advice starting at just $20 a month. Plus, you'll never pay more than $80 a month, no matter how big your account grows! Low fees. More wealth.
Wealthsimple BMO Smartfolio Nest Wealth
Independently Owned and Operated 
Being independently owned and operated allows us to focus on servicing your best interests, without the distractions of other agendas or interests.
Real Human Support 
Unlike some other robo-advisors, we are required to have one of our human registered representatives have a discussion with you before an account is opened or invested.
Truly Personalized Portfolios 
Contrary to other online wealth managers, we don't do portfolio labels. Each investor is unique and receives a customized portfolio based on their unique circumstances.
One Low Capped Monthly Fee 
We are one of the only digital wealth managers that doesn't charge you a percentage of your account balance. Instead, with one low monthly management fee, you can get access to sophisticated advice starting at just $20 a month. Plus, you'll never pay more than $80 a month, no matter how big your account grows! Low fees. More wealth.
How To Earn Up To $500
checkmark icon
Build a portfolio
in minutes
checkmark icon
Fund your account
before March 1st
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Save for your
financial goals
With just a few questions, you can build your own truly personalized portfolio in a matter of minutes. Transfer assets from an existing account or through a one-time cash deposit into your new Nest Wealth account by March 1, 2019. Maintain the assets in your Nest Wealth account for a minimum of 6 months to receive your cash bonus and get on the fast track to reaching your goals.
checkmark icon
Build a portfolio
in minutes
With just a few questions, you can build your own truly personalized portfolio in a matter of minutes.
checkmark icon
Fund your account
before March 1st
Transfer assets from an existing account or through a one-time cash deposit into your new Nest Wealth account by March 1, 2019.
checkmark icon
Save for your
financial goals
Maintain the assets in your Nest Wealth account for a minimum of 6 months to receive your cash bonus and get on the fast track to reaching your goals.

Want to save $1,805 a year in fees?2

Sign Up Today

The Fine Print

This promotion is available only to new clients who open and submit transfer forms or fund their Nest Wealth account by March 1st, 2019.

To be eligible to receive a cash bonus of $500, open accounts must be funded and retain at least $150,000 for a minimum of 6 months. Accounts between $10,000 and $74,999 invested for a minimum of 6 months will receive a $100 cash bonus. Accounts between $75,000 and $149,999 invested for a minimum of 6 months will receive a $200 cash bonus. Cash bonuses are limited to one per household.

Nest Wealth Asset Management Inc. (“Nest Wealth”) is registered as a Portfolio Manager (“PM”) in AB, SK, BC, QC, MB, PE, NS, NB, NL and in ON as a PM, Exempt Market Dealer, and Investment Fund Manager. This offer and its terms and conditions are subject to change without notice.

2 The savings number shown is for illustrative purposes only and represents the difference in growth minus fees of a typical Nest portfolio versus a typical Mutual Fund. This assumes that a $107,185 portfolio grows 6% over one year. The Nest Wealth portfolio also assumes an underlying management expense ratio (MER) of 0.13%, a $100 annual trading fee, and a $480 annual management fee. This is compared to a traditional mutual fund portfolio with a MER of 2.23% (Morningstar Global Fund Investor Experience Study of 2017).