What do you need? We can help!

How does it work?

​Start by opening your account.

We’ve simplified the entire experience to save you time.
Not sure which account you need? Chat with jazz.

How should we invest for you?

​After we get your account open we’ll send you our 
investment profile so we can invest according to your goals.

​Fund your account or transfer old one.

​Easilly link your bank account to begin funding your 
new account. Have an account to transfer or rollover? 
We’ll make that simple too!

Our fee goes down as you grow.

Our yearly fee is based on your account value and is debited directly from your account.

NestEgg

Debt, goal planning, credit cards, budgeting and spending, and even help with your work place retirement investments. If it affects your financial life we will personally guide you.

---

Find us on YouTube. Lots of helpful, specific videos. Still have more questions? Let's chat!

jazz faq's

How we invest for you.

Using ETF’s we invest according to your goals.

​Want to invest conservatively? Using a mix of ETF’s we make sure
you aren’t taking too much risk, but still have room to grow.

​Need more room for growth?

You may be looking for aggressive growth. At jazz we can invest
to maximize your long term growth potential.

Want to chat about it?

Chat with jazz

Spend 15 minutes getting some help from jazz.