A wealthier future for your clients and you

Nest Wealth Plus is a digital wealth solution that provides your clients access to low cost customized ETF portfolios with a paperless digital onboarding process.

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The benefits of Nest Wealth Plus

I am a…

  • Financial Planner

    Offer your clients more savings to help reach their goals
    Easy Client Referrals

    Our platform makes customer referrals fast, easy and hassle free. We offer you the ability to customize referral your fee, ensuring alignment with your current billing structure.

    Save Your Clients Money

    Our capped monthly fees means the more your clients invest the more they save. We don’t charge based on AUM. Your clients pay maximum $801 a month no matter how much they invest.

    Get Better Insights

    Our advisor dashboard makes it easy to get all the information that powers the financial plan you create. It keeps you up to date every step of the way as your client goes through the onboarding process.

  • Life Licensed Agent / Broker

    Expand your Offering and Grow your Business
    Diversify your Offerings

    Add low cost custom ETF portfolios to your offerings for your clients. Our custom ETF portfolios are a great compliment to your existing investment options with greater flexibility to meet your clients needs.

    Strike the Right Balance

    Deliver a win-win proposition that makes you look great in the eyes of your clients. Your clients will save on fees and you keep them where they belong, with you.

    Save Your Clients Money

    Our capped monthly fees means the more your clients invest the more they save. We don’t charge based on AUM. Your clients pay maximum $801 a month no matter how much they invest. We also offer access to the lowest cost bespoke ETF portfolio in Canada.

  • Financial Advisor

    Change the conversation from costs to savings
    Offer Another Option

    Add custom ETF portfolios to your product shelf for your clients. Whether they want to save for retirement or their first house, keep your clients where they belong, with you.

    Get Rid of the Headaches

    We focus on the compliance, administrative and suitability work. You focus more on client relationships and building your practice.

    Transition your Practice for the Future

    Alleviate risk and compliance burden while maintaining access to client information and improved tracking of all of your client accounts. Best of all, keep more of your revenue and decrease your overhead costs.

  • Dealer / MGA

    Maximize Revenue and Increase Profits
    Help your Team of Advisors Reach Their Full Potential

    Enable your advisors to have access to low cost custom ETF portfolios through an innovative digital platform. We focus on the compliance, administrative and suitability work. You focus on client relationships and building your practice.

    Level the Playing Field for your Advisors

    Improve retention and increase client leads through reaching a broader audience with another product offering.

    Flexibility to Service All Your Client Segments

    We provide you with the support to mitigate risk, decrease compliance burden and improve the client experience overall.

We deliver a sophisticated, customized, and transparent wealth solution that help you look great in the eyes of your clients while lessening the impact of fees on their investments.

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