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Nest Wealth Asset Management

Nest Wealth Asset Management

About Nest Wealth | Canada’s Leading Digital Wealth Management Solution

Who We Are

We are Canada’s leading independent digital wealth management solution. Our mission is to build a single digital wealth platform that will improve the wealth management industry for all participants. We are committed to delivering best-in-class investing experiences through reduced management fees and stronger transparency.

Headquartered in Toronto, Ontario, Nest Wealth is privately owned and operated. We are comprised of over 40 talented wealth and technology experts who have experience working at Canada’s Big 5 Banks and leading software companies like Microsoft and IBM. We are regulated by the Ontario Securities Commission (OSC) and our custodians are federally regulated by the Investment Industry Regulatory Organization of Canada (IIROC).

What We Do

Nest Wealth gives investors access to sophisticated investment advice at some of the lowest fees in the country. Nest Wealth offers investor solutions directly or through Nest Wealth Plus as well as advanced business solutions through Nest Wealth Pro. We are the first in Canada to provide a fully digital Group RRSP solution for small to medium businesses that’s free to the employer and low cost to employees through Nest Wealth At Work.  In 2019, Nest Wealth acquired Razor Logic Systems and now counts RazorPlan and RazorPlan Plus financial planning software as part of the Nest Wealth product suite.

For more information, please visit nestwealth.com

My Host Companies Sessions

Friday, May 24

9:15am EDT