other Investment Options


Using leading edge technology and industry-tested investment rules, Nest Wealth creates a low-cost, customized global portfolio  built specifically for your life goals. Once you’re invested, they take care of monitoring and rebalancing your portfolio so you can get on with enjoying your life.

Read more about Nest Wealth.



Are exactly that – each investor has their own account, opened in their name at a trusted independent custodian, managed according to their wishes. Management fees for SMAs are generally lower than for pooled investment vehicles. We are currently featuring BCV Asset Management.

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We are happy to offer a variety of segregated fund options. As an independent broker, we are contracted with multiple life insurance companies and are therefore able to work with any of these to find the best fit for our clients.