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Nest Wealth Asset Management Inc.

Address

214 King Street West
Suite 510
Toronto, Ontario M5H 3S6

nestwealth.com

Principal Contacts

Jenny Dofomo
Head of Customer Experience

jdofomo@nestwealth.om

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec
  • Saskatchewan

* indicates a physical location in this province

Who We Are

Nest Wealth makes investing easy for you by using smarter technology and proven investment principles. Sophisticated advice. Whether you’re saving for a secure retirement, a better education, a bigger house or your own special goal, we build a customized solution to suit your financial situation, time horizon and risk tolerance.

Save time while delegating better

Managing your portfolio takes a lot of time and effort. Use Nest Wealth to delegate better. We manage your money based on proven investing principles and Nobel Prize-winning† theories.

Lower fees

The high cost of mutual fund fees are avoidable. Instead of 2.23% charged by the typical equity mutual fund**, our monthly management fee starts at $20 a month and is capped at $80 a month regardless of how large your account grows.

Diversification and automatic rebalancing

Most people have portfolios that aren’t properly diversified. Fixing this can improve returns while also reducing the riskiness of your portfolio. With Nest Wealth, your portfolio is globally diversified across industry sectors and asset classes. We will monitor your portfolio and rebalance it, when needed, to keep it in line with your goals.

Transparency and constant access

You also get access to transparent online reporting whenever you want it so you always understand exactly how your investments are performing and how much you are paying in fees. Your web interface is a click away 24/7.
We’re here for you. Speak to your portfolio manager or customer care advisor by emailing us at questions@nestwealth.com, starting a chat conversation, or by scheduling a call to speak at your convenience.