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

Amanda Small

Ewelina Rogowska

Mike Howe

Maisha Chowdhury

Megan Chapman

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

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

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

Business Systems

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

Client Experience

This department oversees regulatory compliance and operational efficiency across the organization.

Compliance and Operations

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.

Nest Wealth

Org chart

Teams

Customer Success Team

Software Development

Business Systems

Client Experience

Compliance and Operations

Leadership Team

Offices

Nest Wealth

Org chart

Teams

Customer Success Team

Software Development

Business Systems

Client Experience

Compliance and Operations

Leadership Team

Offices

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