Home Nest Wealth Asset Management Inc.

Company: Nest Wealth Asset Management Inc.

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African american business man using a tactile tablet over white background - Black people

Aite Group estimates robo platforms will have $1.26 trillion in AUM by 2023

  • By: IE Staff
  • May 24, 2019 September 14, 2019
  • 10:57
Young female hands tablet with red and blue charts analyze concept calculation

The digital platform will now combine financial planning and wealth management

RRSP piggybank

Having a group RRSP in place through employers made a significant difference in employees’ “confidence in their financial future,” new Nest Wealth study finds

Team project work Analyze reports plans, papers, documents, statistics calculations

The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently

Business economic graph and chart digital illustration

The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients

  • By: IE Staff
  • April 25, 2018 July 10, 2019
  • 11:20
white piggy bank with change canadian scattered around

New program removes barriers for small- to medium-sized businesses to open and run their own group plans

Mandeville, Smart Money introduce WealthPort service

Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement

Mandeville, Smart Money introduce WealthPort service

Chris Hogg has been tapped to run the robo-advisor’s new tech platform

These apps reduce clutter

The robo-advisor firm will launch Nest Wealth Pro, a technological tool that keeps the advisor as the focal point of a relationship with a client, in the third quarter

The robo-advisor firm also intends to launch in B.C. in early 2016 and to expand into the rest of the country by the end of next year