Nest Wealth review
Updated September 28, 2026 · BrokerCue Editorial Team · Facts checked September 26, 2026
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Our verdict
Nest Wealth is a Canadian robo-advisor for households wanting a managed, ETF-based portfolio rather than self-directed trading. A management fee of 0.35% keeps the running cost modest, while the account fee of CAD 60 to CAD 1,800 and the CAD 1,000 entry level set it apart from cheaper automated options.
Key facts
- Best for
- Canadian savers who want a managed portfolio built from ETFs without trading themselves
- Management fee
- 0.35% (Source, checked September 26, 2026)
- Minimum investment
- CA$1,000 (Source, checked September 26, 2026)
- Account types
- Joint, Corporate (Source, checked September 26, 2026)
- Portfolio types
- ETF (Source, checked September 26, 2026)
- Legal entity
- Nest Wealth Asset Management Inc. (Source, checked September 26, 2026)
- Headquarters
- Canada (Source, checked September 26, 2026)
- Founded
- 2014 (Source, checked September 26, 2026)
- Support channels
- Email, Help-centre (Source, checked September 26, 2026)
- Official website
- nestwealth.com
Brokers
- Account fee
- CA$60 to CA$1,800 (Source, checked September 26, 2026)
- Markets
- ETFs (Source, checked September 26, 2026)
- Account types
- Joint, Corporate (Source, checked September 26, 2026)
- Legal entity
- Nest Wealth Asset Management Inc. (Source, checked September 26, 2026)
- Headquarters
- Canada (Source, checked September 26, 2026)
- Founded
- 2014 (Source, checked September 26, 2026)
- Support channels
- Email, Help-centre (Source, checked September 26, 2026)
Pros and cons
Pros
- A management fee of 0.35% sits under the robo-advisor median of 0.4%
- The CAD 1,000 minimum is below the robo-advisor median of €60.06
- Portfolios cover etf for a hands-off approach
- Account options include joint and corporate accounts
Cons
- An account fee of CAD 60 to CAD 1,800 sits on top of the management fee
- The CAD 1,000 minimum is well above the $100 entry point
- Support runs on email and help centre only
Who it suits
- Households that would rather hold a managed portfolio than place trades
- Investors who can commit at least CAD 1,000 to get started
- People who prefer ETF portfolios of etf
Who should look elsewhere
- Anyone wanting to pick and place trades, since the account covers etfs only
- Buyers starting small, because the CAD 1,000 minimum is high next to the alternatives
- eToro, Vivid Standard and Axos Invest readers after a 0% or a wider fee choice
What trading costs
Charges are simple. The management fee is 0.35%, set on the portfolio rather than per trade, and the account fee is CAD 60 to CAD 1,800. Entry is CAD 1,000, lower than the robo-advisor median of €60.06. Markets are etfs, so this is a managed account rather than a place to pick individual shares.
How Nest Wealth compares
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Frequently asked questions
What does Nest Wealth charge?+
The management fee is 0.35% and the account fee is CAD 60 to CAD 1,800, both in Canadian dollars. Neither is a per-trade commission, so the cost follows the size of the portfolio you hold.
Is there a minimum investment?+
Yes, the minimum investment is CAD 1,000. That sits below the robo-advisor median of €60.06 on the site, so the entry point is not the highest in the category.
Which markets are covered?+
Markets are etfs and portfolio types are etf. The account is built around a managed ETF portfolio rather than a dealing desk, so individual share picking is not part of the offer.
What account types can I open?+
Account options include joint and corporate accounts. That covers the common household and company structures, with portfolios handled on the same managed basis.
How likely are retail investors to lose money?+
Across the brands ranked on the site, retail accounts that lose money run at a median of 70.15%. Any portfolio can fall as well as rise, so treat advertised returns as uncertain.
How do I get help?+
Support runs on email and help centre. There is a help centre for common questions, plus email for anything it does not cover.
Who runs Nest Wealth?+
The legal entity is Nest Wealth Asset Management Inc., based in Canada and founded in 2014. The service is built for Canadian savers, so check the terms suit you before opening an account.
Sources
- nestwealth.com/contact checked September 26, 2026
Backs: Headquarters, Legal entity, Support channels
“214 King St West, Suite 510 Toronto, Ontario, M5H 3S6”
- nestwealth.com/faqs checked September 26, 2026
Backs: Account types, Minimum investment
“Nest Wealth supports almost all types of registered and non registered investment accounts including individual, joint, corporate, and trust accounts”
- nestwealth.com/invest-with-personalized-portfolios checked September 26, 2026
Backs: Portfolio types
“We build our investment portfolio from seven different Exchange-Traded Funds (ETFs) that represent seven different asset classes.”
- nestwealth.com/nest-wealth-asset-management-first-canadia... checked September 26, 2026
Backs: Founded, Markets
“Nest Wealth Asset Management is a regulated Portfolio Manager and Canada's first robo-adviser established in 2014.”
- nestwealth.com/pricing checked September 26, 2026
Backs: Account fee, Management fee
“Monthly fees (in Canadian Dollars) are fixed to: $5 for an invested portfolio value under $10k ... $150 for an invested value equal or greater than $325k - Nest Wealth Direct”
Compiled from 5 source pages, checked September 26, 2026. We did not open an account.
Not confirmed yet: Regulators, Investor protection.
Related by the facts
Nest Wealth
Canadian savers who want a managed portfolio built from ETFs without trading themselves