Canada's largest independent digital wealth manager. Our low, capped fees and portfolios custom built to match your goals will help you retire with more.

Finance

Nest Wealth

Nest Wealth's headquarters in Toronto, Canada

Andrei Papaz

Keren Haberman

Ewelina Rogowska

Amanda Small

Mike Howe

Maisha Chowdhury

Sean Peters

Megan Chapman

The Engineering Team at Nest Wealth is responsible for designing, building, and maintaining the robust technological infrastructure that powers our digital wealth management platform. With a focus on optimizing performance, ensuring security, and enhancing user experience, the team collaborates to develop innovative software solutions and streamline deployment processes, ultimately enabling clients to achieve their financial goals efficiently.

Engineering Team

This department focuses on enhancing and managing customer interactions to ensure satisfaction and loyalty.

Client Experience

The Customer Success Team at Nest Wealth is dedicated to ensuring clients achieve their financial goals through personalized support and guidance. They proactively engage with customers to address inquiries, provide tailored solutions, and foster strong relationships, ultimately enhancing the overall experience with Nest Wealth’s digital wealth management services.

Customer Success Team

The Leadership Team at Nest Wealth is responsible for setting the strategic direction and vision of the company. They guide the development of innovative digital wealth management solutions, foster a strong organizational culture, and oversee operational efficiency to ensure that clients achieve their financial goals effectively and affordably.

Leadership Team

This department oversees the development and strategy of products to meet customer needs and drive business growth.

Product Management

This department focuses on analyzing and optimizing business processes through systems and technology.

Nest Wealth

Org chart

Teams

Engineering Team

Client Experience

Customer Success Team

Leadership Team

Product Management

Business Systems

Offices

Nest Wealth

Org chart

Teams

Engineering Team

Client Experience

Customer Success Team

Leadership Team

Product Management

Business Systems

Offices

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