Wealth Matters Series: Success in 60 Seconds
By Randy Cass CFA, LLB, MBA
Big advice without the big fees.
Nest Wealth is Canada’s first automated investment advisor. Nest Wealth provides personalized, professionally constructed portfolio management services for a flat monthly fee regardless of the size of the investment account.
To learn more, visit: www.nestwealth.com
Randy Cass, CFA, LLB, MBA is the founder of NestWealth.com, bringing more than 15 years experience in the financial services industry. Previously Randy managed quantitative portfolios at the Ontario Teachers’ Pension Plan and institutional assets at Orchard Asset Management. His previous company, First Coverage, won multiple awards as a top start-up including a financial services Morningstar award for best use of Technology in Canada before it was ultimately sold in 2011. Randy hosted Market Sense on BNN between 2012 and 2014.
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Nest Wealth expands to Alberta and Manitoba!
We’re very excited to announce today our expansion to the provinces of Alberta and Manitoba. This expansion comes three months after we announced our strategic partnership with and $1.5 million cash investment by Metroland Media.
We’ve been delighted by all the requests from investors from Alberta and Manitoba looking to join Nest Wealth and look forward to welcoming them as our clients.
As Canada’s first online portfolio manager, we’re on a mission to bring personalized wealth management to Canadians with transparent reporting at dramatically lower fees. Up until now, we’ve been operating exclusively in the province of Ontario. But, this has now changed.
As a digital wealth management service, our goal has always been to break down geographical barriers to provide sophisticated and convenient portfolio management at a reasonable cost to Canadians regardless of their location. The expansion to Alberta and Manitoba puts us one step closer to achieving our goal and allows Albertans and Manitobans the opportunity to invest their savings based on their personal goals and risk tolerance while lowering costs. We’re now setting our eyes on providing the Nest Wealth service at the national level.
We look forward to talking to you soon and if you have any questions please drop me a note at firstname.lastname@example.org.