Nest Wealth Blog
We’re here to help you lead your best financial life.

We publish articles inspired by topics from everyday life. If you have a question or want to suggest a topic, send us an email at questions@nestwealth.com.

Should You Invest With a Robo Advisor? CEO Randy Cass on the Build Wealth Canada Show

By Kate Smalley on July 21, 2017

Our founder and CEO Randy Cass discusses robo advisors in Canada on top personal finance and investing podcast Build Wealth Canada.

The interview goes beyond the surface level commentary we’re used to hearing about this industry and really digs into how the Canadian wealth management industry works, who it does and doesn't serve, and the change we're making for Canadians. 

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Top 5 Myths About Traditional Investment Advisors

By Kate Smalley on July 15, 2017

A must read for those just getting starting investing or considering making the switch from traditional to robo advisor (or vice versa!).

From you get what you pay for to advisors offer more service, here are the top 5 myths about why you should invest with a traditional advisor instead of a robo advisor.

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The Worst Money Advice We've Ever Heard

By Kate Smalley on July 8, 2017

From keeping a balance on your credit card to investing all your money in real estate, here's the 5 worst pieces of money advice we've ever heard.

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Canada, We Love You. We'll Always Put You First

By Randy Cass on June 30, 2017

Acting solely in a client's best interest should be a given for anyone in this industry, but unfortunately that’s not currently the case and is actively being argued against by some large banks and wealth management companies across this country. 

At Nest Wealth, we’re not waiting for new rules. We’re here to lead by example and hopefully raise the bar for everyone around us. 

It’s you first, always.

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The Top 3 Reasons Clients Tell Us They Joined Nest Wealth

By Kate Smalley on June 23, 2017

Let’s be honest... There’s a lot of different ways to invest your money. So how do you choose?

Here’s the top three reasons clients tell us they chose to join Nest Wealth.

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What Does the Average Nest Wealth Client Look Like?

By Kate Smalley on June 17, 2017

Wondering who uses a robo advisor like Nest Wealth? Here's a look at the average age of a Nest Wealth client, how much they have invested, what they're saving for, and why they joined.

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Everything I Need to Know About Investing I Learned Axe Throwing

By Kate Smalley on June 9, 2017

Behold the real reason we have employee health insurance... Company axe throwing!

Yes, that’s a thing we did. And yes, that’s our CEO Randy Cass having a horrible time (so close, Randy, so close.) 

After the fact we got to thinking that there’s a lot of similarities between axe throwing and investing. Dare I say that everything you need to know about investing you could actually learn axe throwing?

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Top 6 FAQs on Making the Switch from Bank to Robo Advisor

By Kate Smalley on June 2, 2017

We get a lot of questions about making the switch from investing with your bank to investing with a robo advisor—do I have to tell my bank? What’s it going to cost me? Are there any tax consequences?

If you're considering making the move, here's the 6 FAQs you'll want answered first. 

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The Sandwich Years: 5 Things to Help You Survive Your 40s & 50s

By Randy Cass on May 26, 2017

You know those days where everything goes wrong and you’re so tired you don’t know what direction’s up? They’re a lot more manageable when you know what you’re working towards.  

Here’s 5 things that’ll help you survive—and make the most of!—your 40s and 50s.

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The Sandwich Years: 6 Money Mistakes to Avoid in Your 40s & 50s

By Randy Cass on May 19, 2017

Your career has taken off but is more demanding than ever. Your kids are growing up and your parents are starting to rely on you a little more. You’re tackling your debt while trying to ramp up your savings... 

Welcome to the sandwich years. Here are 6 money mistakes to avoid in your 40s and 50s.

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