Get up to $500 towards your retirement goals1

 

Get on the fast track to your retirement and prepare for your sunny day.

Discuss your goals with a Nest Wealth Portfolio Manager

Book a Free Consultation
How our Portfolio Manager can work with you

Lightning Fast

Learn how our secure digital wealth solution is able to offer you quality investment advice at a fraction of the price of traditional investments. Plus, with Nest Wealth, you’ll have 24/7 access to your account, increased account transparency and a dedicated team of experts to help you along your journey.

Your ‘Magical’ Retirement

Recent studies have shown that the average Canadian requires $756,000 to retire1. At Nest Wealth, we take the time to understand your investment style, risk tolerance, and time horizon so we can customize a portfolio to support your personal goals.

 Strategizing Your Investment Goals

Discuss your individual needs and financial goals. Our portfolio manager will also collaborate with you to open a new account and transfer assets.

Understanding Your RRSP Investment Strategy

Let us help you build, grow, and maximize your retirement savings plan with a personalized portfolio and access to our wealth management experts.

Getting Ahead Of Your Retirement Planning

Preparing for a sunny day. Get the information you need from our registered portfolio managers to get you on the fast track to achieving whatever your retirement dream looks like.

 

How to earn up to $500
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Build a portfolio
in minutes
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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.
Schedule a call with a Nest Wealth Portfolio Manager
Phone-1

Have a no-obligation call with one of our Portfolio Managers to discuss your financial goals and see which portfolio can help support your vision.

Book a  Goal-Setting Consultation

Ready to start investing for your future? Get started now.

Build My Free Portfolio

The Fine Print

1This 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.