Investments

Flexible Solutions Tailored to Your Financial Goals

Explore a range of diversified, tax-efficient investment options—from Nest Wealth portfolios to segregated funds—designed to grow and protect your wealth.

Grow Your Wealth with Nest Wealth + Executive Health Benefits

At Executive Health Benefits, we’re committed to helping you achieve your financial goals—not just through comprehensive insurance and health benefits, but by supporting your long-term investment strategy. That’s why we’ve partnered with Nest Wealth, a leader in low-cost, technology-driven investment solutions.

Through this partnership, we can help you open a wide range of Nest Wealth accounts designed to meet your unique needs, offering a seamless investment experience with professional oversight.

Why Choose Nest Wealth?

Customized, Diversified Portfolios
Passive Investment Strategy
Automated Monitoring & Rebalancing

What account types are offered at Nest Wealth?

Here’s a list of all the account types offered:

Non-Registered (CAD & USD) (Individual & Joint)
TFSA
RRSP/RRIF
Spousal RRSP/Spousal RRIF
LIRA/LIF
RESP (Family) (Individual & Joint)
Corporate Non-Registered (CAD & USD)

What Are Exchange-Traded Funds (ETFs)?

ETFs are a cost-effective way to build a diversified portfolio. They’re traded like stocks but hold a collection of investments, similar to mutual funds. With low management fees and access to a variety of asset classes—like equities, bonds, and real estate—ETFs offer an efficient way to invest in broad markets, including well-known indices like the S&P 500 and TSX.

Get Started with Nest Wealth Today

Whether you're saving for retirement, building wealth, or planning for a major life event, Nest Wealth Plus offers the tools and strategies you need to succeed. Contact Us to get started.

Lean On The Experts

You don’t have to do it alone. Our team of experts is waiting to help you.

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