They always tell us to prepare for a rainy day. But you don’t have to choose between your retirement and having the funds for life’s retirement surprises, either. With the right investment portfolio, you can prepare for any kind of day (even the sunny ones).
*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.
**The average Canadian needs $756,000 to retire number is based on the source at: https://business.financialpost.com/personal-finance/the-magic-number-for-retirement-savings-is-756000-according-to-poll-of-canadians
*** The savings number shown is for illustrative purposes only and represents the difference in growth minus fees of a typical Nest Wealth 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).