Individual Investments
What We Provide
1. Active Management​
A hands-on approach where our partner portfolio managers make decisions about buying, selling, and holding investments based on research, market trends, and economic analysis. The goal is to outperform a benchmark index by actively managing the portfolio to take advantage of short-term opportunities and market fluctuations.
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2. Passive Investing​
Creating a portfolio that mirrors a market index, with minimal buying and selling. The strategy focuses on long-term growth by tracking the overall market performance rather than trying to outperform it, typically resulting in lower fees and reduced risk from market fluctuations.
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3. Fixed Income
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Fixed income investing involves investing in securities that provide regular, predictable returns, such as bonds or government securities. These investments offer steady income through interest payments and are generally considered lower risk compared to equities, making them an attractive option for conservative investors seeking stability and capital preservation.
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Get Started with Us!​
Self-Serve Options
We appreciate that our clients approach their finances in many different ways. If you are more do-it-yourselfer than regular meeter, we provide a number of different resources to help you get what you need for your finances.
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Use the links below to access Nest Wealth's self-directed investments to set up your RRSP, TFSA and other registered or non-registered accounts.
