Investing Made For Life.

savvy new canadians x nest wealth

Canadians pay among the highest management fees in the world. Nest Wealth makes it easy to invest by providing expert advice and premium portfolios with the lowest fees in the country. Unlike other wealth managers, we charge one low monthly management fee. That means our clients pay only ever pay as much as $80 a month, no matter how big their accounts grow.

 

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Savvy New Canadian readers can receive their first 3 Months Free when they sign up with Nest Wealth!

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Sophisticated advice without the hefty price tag:
Portfolio Personal-1

A Dedicated Portfolio Manager

Get access to our wealth experts who will work with you to understand your personal goals before you’re invested and during your investment journey.

ETF

Low-Cost ETFs

Our portfolios are focused on your goals and long-term growth. We invest your money across various markets and ensure they are properly diversified across asset classes by using low-cost Exchange Traded Funds (ETFs).

Architect

A Truly Personalized Portfolio

We don’t believe in portfolio labels. Get a truly personalized portfolio that’s made to support your goals, investment style, risk tolerance, and time horizon.

The average Nest Wealth client saves $1,805.94 a year in fees*.

You can too.

Nest Wealth Fees Mutual Fund Fees
$762 per year $3122 per year
Sophisticated advice without the hefty price tag:


Canadians pay among the highest management fees in the world. Nest Wealth makes it easy to invest by providing expert advice and premium portfolios with the lowest fees in the country. Unlike other wealth managers, we charge one low monthly management fee. That means our clients pay only ever pay as much as $80 a month, no matter how big their accounts grow.

The lowest monthly investment fee in Canada

Under $75K$20a month per client

YOU SAVE UP TO: $119 a month in mutual fund fees*

$75K to Under $150K$40a month per client

YOU SAVE UP TO: $239 a month in mutual fund fees*

$150K & Above$80a month per client

YOU SAVE UP TO: $849 a month in mutual fund fees*

 

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How We Calculated These Numbers

Illustrative fee savings calculation is based on an investment amount of $140,000 invested for one year with $0 contributions. NW fees assumes a $480 annual management fee, $100 trading fee and MER impact of 0.13%. This is compared to an average Mutual Fund MER of 2.23% per year (MorningStar Global Fund Investor Experience Study, 2017).