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And Then What Happened Podcast with Michael Wekerle

By Admin User on January 4, 2018

In Canada, Wekerle “Wek” is a bit of a celebrity. In the 80s and 90s, he earned a reputation as the greatest trader on Bay Street with elephant-like memory. Later, he leveraged his Bay Street smarts to foray into a few new ventures. Today, he’s a Dragon investor on the hit CBC show Dragons’ Den. In our inaugural podcast with Randy Cass, Michael speaks candidly about what drives him to succeed, overcome struggles and become a better person.

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Bitcoin or Blockchain - Which Will Be a Game Changer?

By Admin User on January 2, 2018

It seems everyone is talking about bitcoin. While the future of this digital currency is still uncertain, the blockchain technology supporting it seems more promising. So, we think some more attention should be paid to this new technology as it may change the way businesses around the world operate. 

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3 Questions to Help You Decide Between an RRSP and TFSA

By Admin User on December 29, 2017

Both an RRSP and TFSA accounts provide tax shelter for your savings. But contributions and withdrawals from RRSP and TFSA accounts are treated very differently tax-wise. This is why you should consider a few basics factors before deciding which account type is right for you.

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Investing is Like Eating a Healthy Diet

By Admin User on December 27, 2017

In the same way that a healthy diet means eating foods from the major food groups, a good investment portfolio includes a mix of the primary asset classes such as equities and bonds. 

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Benefits of Charitable Giving

By Randy Cass on November 27, 2017

With the holidays around the corner, it’s time to start thinking about whether you should donate to charity this year (if you haven’t already). If you’re in the position to give financially, here’s some information that may help you make your decision. 


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How Much Are You Paying In Hidden Investment Fees?

By Staff on November 14, 2017

It’s commonly accepted that big banks come with high fees, and in many cases we have no choice but to pay those fees. However, when it comes to investing (where high fees dramatically eat away at your potential returns), Canadians are looking for new wealth management alternatives, like Nest Wealth. After all, you invest to build wealth for the life you want to live, right? So why would you keep giving away up to 50 percent of your potential wealth in high and hidden fees if you don’t need to anymore?

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5 Most Misunderstood Words in Investing

By Randy Cass on November 10, 2017

A lot of confusion in investing comes from the fact that words used in everyday language mean something different in the world of finance. Here are five commonly misunderstood words and my explanation of how to make sense of them.

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3 Tips for Talking Across Generations About Money

By Randy Cass on November 3, 2017

A generation has grown up with a unique view of money. The worldwide financial crisis has turned an entire generation of 20 and 30-somethings into risk-averse investors. Young adults are inclined to keep their money in cash just at a time in their life when their long time horizon until retirement means they should be investing in the markets.

Meanwhile, low interest rates have left these same people more comfortable with debt than they probably should be. People in their 20s and 30s. have never known anything but cheap money.

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7 Things You Need To Know About Robo-Advisors Today

By Randy Cass on October 31, 2017

There’s been a lot of buzz about a new type of Canadian wealth manager that are collectively being referred to as “robo-advisors”. Rob Carrick wrote an article that these digital robo-advisors “make good sense for…. someone who has neither the time nor inclination to learn about do-it-yourself investing and wants advice at a reasonable price.”

Even so, while these types of solutions have existed for longer in other countries, they are relatively new in Canada. So, to help you get up to speed, we’ve put together some of the most frequently asked questions about digital advisors and posed them to Nest Wealth, the first digital advisor in Canada.  

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2017 Robo Advisor Guide

By Randy Cass on October 20, 2017

Every year Rob Carrick at the Globe and Mail puts out his annual report on robo advisors in Canada.  It’s a tremendously helpful tool for people who are looking to research the industry and usually opens up the discussion with curious investors.  I thought this year it would be helpful for those of you learning about new investment options to clear up some common misconceptions about robo advisors.  

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