Nest Wealth review
Updated September 28, 2026 · SumCue Editorial Team · Facts checked September 26, 2026
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Our verdict
Nest Wealth is a Canadian robo-adviser for households that want portfolios run for them instead of picking investments themselves, with a management fee of 0.35% a year. It suits savers who can commit to an ETF portfolio and prefer a single ongoing charge to a trading platform.
Key facts
Pros and cons
Pros
- Portfolios are built from etf holdings across etfs, so the range stays simple to follow.
- Accounts come as joint and corporate, so couples and companies can invest together.
- A single management fee of 0.35% a year, which is easy to budget against a yearly amount.
Cons
- Support runs on email and help centre only, so questions wait for a written reply.
- The minimum investment of CAD 1,000 is the real barrier, and Nest Wealth ranks 64 of 82 on that measure.
- The asset range is narrow, with etfs the only markets covered, so a portfolio cannot be tilted towards other asset classes.
Who it suits
- Households in CA that want portfolios picked for them rather than choosing investments themselves.
- Couples and companies, since joint and corporate accounts are both offered.
- Savers who can start at CAD 1,000 and prefer a single ongoing fee they can budget for.
Who should look elsewhere
- eToro, which lists a management fee of 0%, for anyone who wants no ongoing percentage.
- Axos Invest, which lists a minimum investment of $100, if a smaller entry figure matters most.
- Empower Personal Dashboard, which lists a management fee of 0%, for anyone chasing the lowest ongoing charge.
Fees and FX
Nest Wealth takes a management fee of 0.35% a year, charged as a single ongoing percentage on the portfolio. The account opens at a minimum investment of CAD 1,000. That puts the cost on one recurring rate, and the entry figure is the hurdle for anyone starting small.
How it compares on our data
The management fee puts Nest Wealth at 24 of 49 in the robo-adviser group, so the fee is the competitive part of the deal. The minimum investment ranks lower, at 64 of 82, which puts the entry barrier towards the expensive end of the group.
How Nest Wealth compares
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8.8 vs 9.2Its management fee is listed as 0%, so there is no ongoing percentage to pay.
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Where Nest Wealth is available
- Available
- Canada
Countries from the brand (Source, checked September 26, 2026)
Frequently asked questions
How much does Nest Wealth charge to manage my money?+
Nest Wealth takes a management fee of 0.35% a year on the portfolio it manages. The charge is a percentage of the portfolio rather than a per-trade fee, so trading activity does not raise it. The figure is the main cost in the published pricing and is straightforward to budget against a yearly amount.
How much do I need to put in to open a Nest Wealth account?+
The minimum investment is CAD 1,000, and the account opens once that amount is in place. That entry figure ranks at 64 of 82 in the robo-adviser group, so it sits towards the higher end. Savers building a portfolio gradually may find it the main thing to check.
Can I open a joint or business account with Nest Wealth?+
Yes. The account types listed are joint and corporate, so couples and companies can hold a managed portfolio under a shared or corporate arrangement. The management fee of 0.35% a year still applies, and the minimum investment of CAD 1,000 is the amount the account starts from.
What will my Nest Wealth portfolio hold?+
Portfolios are built from etf holdings, and the markets covered are etfs. The mix is put together by the adviser, so the account is a fund portfolio rather than a place to pick individual shares yourself. The range of assets stays narrow, which keeps the choice simple but limited.
How do I get help from Nest Wealth?+
Support runs on email and help centre, which means written answers and a self-service help centre rather than a phone line. Questions about portfolios, fees or account changes can be sent in writing, and the help centre covers routine points without waiting on a call. Anyone who needs to talk to someone should plan around that.
Who runs Nest Wealth and where is it based?+
The business is Nest Wealth Asset Management Inc., a Canadian robo-adviser founded in 2014 and based in Canada. It is the legal entity behind the portfolios, so contract, fee and account questions all sit with the same company rather than an outside platform.
Is Nest Wealth available to UK investors?+
Nest Wealth is a Canadian business, based in Canada, and its published fees are in Canadian dollars. Readers in the UK and Europe should check whether the accounts are open to them before starting, since the pricing and the account types on offer are set for that market.
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.