Meet Our Team

We are experienced financial professionals, entrepreneurs and industry leaders who share a common vision and a common goal.

Our Mission

We are building a single digital platform that will improve the wealth management industry for all participants. We believe it’s time to give Canadians an investment solution that lets them pay less, keep more and rest easy.

Meet the Team

David Briand

Head of Software

Dave is a master builder who creates online user interfaces and experiences that make it easy for Canadians to receive personalized and professional wealth management. He has been involved in the tech industry for 15 years, including founding two tech startups and working as Chief Architect at Scalar Decisions and Solutions Architect at Bell. He studied Computer Engineering at the University of Ottawa.

David Briand

Head of Software

Dave is a master builder who creates online user interfaces and experiences that make it easy for Canadians to receive personalized and professional wealth management. He has been involved in the tech industry for 15 years, including founding two tech startups and working as Chief Architect at Scalar Decisions and Solutions Architect at Bell. He studied Computer Engineering at the University of Ottawa.

Jenny do Forno

Head of Customer Experience

Whether it is providing Canadians with information to take the first step to a more secure future or assisting long-standing clients, Jenny is your first point of contact and the face of our client experience team. She holds an honours BA from Queen’s and has spent 17 years in financial services and technology firms, including Moneris.

Jenny do Forno

Head of Customer Experience

Whether it is providing Canadians with information to take the first step to a more secure future or assisting long-standing clients, Jenny is your first point of contact and the face of our client experience team. She holds an honours BA from Queen’s and has spent 17 years in financial services and technology firms, including Moneris.

Craig Neable

Head of Product

Craig builds integrated products that allow Canadians to have a clear, easy, transparent way to plan their financial futures. He holds an MBA from IMD in Lausanne, Switzerland and B. Eng. Sc. from the University of Western Ontario. Craig started his career at Microsoft, and has spent 15 years in product-focused roles in Europe and North America, including Head of Product at Zattoo, the largest online live TV provider in Europe.

Craig Neable

Head of Product

Craig builds integrated products that allow Canadians to have a clear, easy, transparent way to plan their financial futures. He holds an MBA from IMD in Lausanne, Switzerland and B. Eng. Sc. from the University of Western Ontario. Craig started his career at Microsoft, and has spent 15 years in product-focused roles in Europe and North America, including Head of Product at Zattoo, the largest online live TV provider in Europe.

Chris Hogg

Head of Nest Wealth Pro

Chris has spent the last 20+ years helping advisors, brokerage firms, and asset managers navigate and adapt to industry changes that allow them to best serve their clients.  Recognizing the importance of digital platforms to investors today, Chris now works with those same advisors, brokerage firms, and asset managers to incorporate digital platforms to support their current offerings. He is passionate about enhancing engagement through Nest Wealth Pro.

Chris Hogg

Head of Nest Wealth Pro

Chris has spent the last 20+ years helping advisors, brokerage firms, and asset managers navigate and adapt to industry changes that allow them to best serve their clients.  Recognizing the importance of digital platforms to investors today, Chris now works with those same advisors, brokerage firms, and asset managers to incorporate digital platforms to support their current offerings. He is passionate about enhancing engagement through Nest Wealth Pro.

Neil Greenbaum

Head of Advisor Solutions

Neil has spent the last 24+ years partnering with all types of financial advisors, brokers, agents, and planners to professionalize their businesses and improve client experience. Recognizing the importance of helping advisors modernize their businesses, Neil provides you with everything you need to efficiently manage your practice. He is dedicated to assisting advisors across Canada to adopt the Nest Wealth Plus platform.

Neil Greenbaum

Head of Advisor Solutions

Neil has spent the last 24+ years partnering with all types of financial advisors, brokers, agents, and planners to professionalize their businesses and improve client experience. Recognizing the importance of helping advisors modernize their businesses, Neil provides you with everything you need to efficiently manage your practice. He is dedicated to assisting advisors across Canada to adopt the Nest Wealth Plus platform.

Dave Thomas

Head of Marketing

Dave is an experienced integrated marketing leader with a proven track record of growing businesses by creating big ideas and driving projects from strategy to execution. An end-to-end marketer, Dave has worked at some of Canada’s biggest agencies like DDB and MacLaren McCann as well as client side with WIND Mobile and Intuit QuickBooks.

Dave Thomas

Head of Marketing

Dave is an experienced integrated marketing leader with a proven track record of growing businesses by creating big ideas and driving projects from strategy to execution. An end-to-end marketer, Dave has worked at some of Canada’s biggest agencies like DDB and MacLaren McCann as well as client side with WIND Mobile and Intuit QuickBooks.

Our Team Is Growing Quickly!

See Our Open Positions

Board of Strategic Advisors

Elizabeth MacBride

Content Marketing

Elizabeth MacBride

Elizabeth MacBride built the personal finance blog for Wealthfront, the largest online financial advisor in the United States. She has edited or written for CNBC, HBR.com, Advertising Age, Newsweek and many others. At Wealthfront, Elizabeth conceptualized, edited and wrote thought leadership for the senior executives, and aided in internal and external communications including content marketing.

Bruce Philp

Creator of ING Direct brand

Bruce Philp

Bruce Philp was the driving and creative force behind the ING Direct brand both in Canada and globally, and is a best-selling author and National Business Book Award winner for Consumer Republic.
His career as a strategist spans more than 30 years of work with admired consumer brands like Panasonic, Toyota, Tylenol, P&G’s Olay and Ivory, Molson, BMO Bank of Montreal, CBC, Ferrero, Rogers and Delta Hotels.
ING Direct was a concept green-fielded in Canada under his strategic leadership and eventually launched in 9 countries. He worked with both the Canadian and U.S. units until they were divested in multibillion dollar deals and continues to advise Capital One Bank, ING’s U.S. buyer.

Nick Thadaney

Former President and CEO, Global Equity Capital Markets TMX Group

Nick Thadaney

Nicholas Thadaney was President and Chief Executive Officer, Global Equity Capital Markets, TMX Group, and a member of the senior management team. Mr. Thadaney was responsible for all of TMX Group’s equity listing and trading activity across the company’s equities markets and alternative trading systems, including Toronto Stock Exchange, TSX Venture Exchange, Alpha, and TMX Select.
Mr. Thadaney has extensive business, leadership, and client development experience, as well as a strong commitment to developing superior value propositions from the perspective of the market and TMX Group clients, both in Canada and globally.

Ermanno Pascutto

Former Head of FAIR Canada

Ermanno Pascutto

Ernmanno Pascutto recently completed his term as the Executive Director at FAIR Canada, the Canadian Foundation for Advancement of Investor Rights. He has had a 25-year career as a senior securities regulator and legal practitioner in the financial markets in Canada and Hong Kong. He has been a Member of the Market Structure Advisory Committee of the Ontario Securities Commission, and a Member of the Legislation Committee and the Regulatory Appeals Committee of the Dubai Financial Services Authority. He is a Member of the Law Societies in Canada, Hong Kong and the United Kingdom.

Todd Brown

Technology Wizard from First Coverage & CCBN

Todd Brown

Todd Brown is a financial technology veteran who brings first class hands-on technical skills and a deep understanding of the financial services industry from his time leading teams on financial products at firms including TIM Group, First Coverage, and CCBN (acquired by Thompson Reuters).
Mr. Brown is a cutting edge developer and a product engineer with a keen sense of commercialization who has had his hands involved in the creation of some of the most successful fintech products of all time. In addition Todd has a MBA from Bentley College.

Here are a few of our openings...

Product Designer

Toronto

We’re looking for a creative Product Designer to become an integral member of our Product, Marketing, and Software team to deeply understand customer problems and create beautiful, ...

Software Engineer

Toronto

We are currently looking for a passionate Software Engineer who thrives in a high-reaching environment, loves a good challenge, and hates leaving problems unsolved. Our Development ...

WordPress Developer

Toronto

We’re looking for a talented and ambitious WordPress Developer to join our in house Marketing and Design team. As our WordPress Developer, you’ll have the opportunity to assis ...

See All of Our Open Positions