The press
really likes us!


Welcome to Nest Wealth’s Newsroom! Here you’ll find media resources including the latest news about us, press releases, and videos.

National Bank investing $6 Million in Nest Wealth, plans to integrate robo-advisor tech

BetaKit on April 24, 2017

The deal is part of multiple agreements between Nest Wealth and National Bank, which include Nest Wealth licensing its investment technology to National Bank to help its advisors manage clients’ money using digital practices. 

... see more

Fintech firm scores deal with Big Six bank

Wealth Professional on April 24, 2017

Nest Wealth, one of Canada’s top fintech firms, has entered into multiple agreements with National Bank. Among other deals, National Bank has acquired a $6 million minority investment in Nest Wealth and has licensed the fintech’s platform for its own digital wealth experience.

... see more

National Bank takes minority stake in robo advisor Nest Wealth

Toronto Star on April 24, 2017

National Bank has made a $6 million investment in Toronto-based robo-advisor Nest Wealth, a major step for one of Canada’s big banks moving into the rapidly growing online investment industry.

... see more

High-tech alternatives to banks

CBC News on March 24, 2017

Like Uber for taxis and Airbnb for hotels, innovators are looking to disrupt banking and capitalize on the aftershock of revelations into the practices of the Big Banks. CBC News The National reports.

... see more

Nest Wealth platform review

Young and Thrifty on March 18, 2017

A review and behind the scenes look at Nest Wealth, the first entrant into the Canadian robo advisor market and one the market leaders in Canada.

... see more

Nest Wealth teams up with Credential Financial

Business News Network on March 16, 2017

Randy Cass joins BNN to discuss his partnership with Vancouver-based Credential Financial and the next phase in digital wealth management. 

... see more

Credential to partner with Nest Wealth

Investment Executive on March 16, 2017

Credential's partner firms and their advisors will gain access to Nest Wealth Pro's white label robo-advisor platform as a result of the agreement. 

... see more

Fintech firm tapped for new digital advice offering

Wealth Professional on March 16, 2017

Top Canadian digital wealth solutions provider Nest Wealth has been selected by Credential Financial, which runs $30 billion in assets under administration, to drive its new digital advice offering. 

... see more

We have a fee problem in Canada

Business News Network on February 16, 2017

Randy Cass joins BNN to discuss the damage high fees are having on investor's savings and why robo advisors can work alongside traditional advisors to help investors. 

... see more

Robo advisor versus the traditional advisor

Business News Network on February 14, 2017

Watch the debate between Randy Cass, founder of Nest Wealth, and the president of the Investment Industry Association of Canada Ian Russell. 

... see more

OSC names inaugural members to Fintech Advisory Committee

Investment Executive on January 25, 2017

The Ontario Securities Commission (OSC) announced the first members of its Fintech Advisory Committee (FAC), including Nest Wealth CEO Randy Cass.

... see more

The next stage for robo advisors

CFA Institute on January 10, 2017

If you're in the business of advising investment clients, Randy Cass has some advice: You will become obsolete unless you figure out how to add value beyond client portfolio maintenance. 

... see more

Firms need to work on serving clients' best interests

Business News Network on December 6, 2016

Randy Cass, founder of Nest Wealth, discusses the Ontario Securities Commission's roundtables on the changing client consumer relationship for the investment industry. 

... see more

Robo advisors cheaper than human advisors

CTV News on October 20, 2016

Computers can now land airplanes, they can steer your car, so would you trust one to manage your money? Robo advisors have advantages over traditional investment companies.

... see more

Investors paying “staggering” fund fees, says robo-advisor chief

Wealth Professional on July 22, 2016

It’s been one week since the third phase of CRM2 came to pass, bringing a great deal of discourse among the investment community about its merits or lack thereof.

... see more

Investment fees can be largest lifetime expense aside from buying a home

Wealth Professional on July 20, 2016

Fees paid on investments can be the single biggest lifetime expense for Canadians other than buying a home, according to data from Toronto-based wealth manager Nest Wealth. 

... see more

How much Canadians are paying in investment fees

Business News Network on July 19, 2016

Randy Cass, CEO & Founder at Nest Wealth joins BNN for a look at why he thinks that next to buying a home, investment fees can be the largest household expense.

... see more

Mutual funds cost investors more than $300k in a lifetime

Advisor.ca on July 19, 2016

Nest Wealth has a Canadian fund fee calculator investors can use to see how their fees affect their savings by translating a MER into into a dollar figure.

... see more

New disclosure rules mean big opportunities for robo-advisers

Globe and Mail on July 14, 2016

“It’s a solid step forward for transparency and a solid step forward for our business,” says Mr. Cass, founder and CEO of Toronto-based robo-adviser firm Nest Wealth.

... see more

Robo-advising: Not just for millennial investors

Globe and Mail on June 18, 2016

Years of traditional investing convinced Anna and Kirk Foat to try an online investment adviser.

Frustrated with high fees, complex statements and difficulties

... see more

Have questions?

If you have questions, we have answers.

Media Inquiries

Contact us at email@nestwealth.com or by scheduling a call to speak at your convenience.

Please note: If you are not a member of the press, please use the Customer Service contact below.

Customer Service Inquiries

Contact us at questions@nestwealth.com, starting a chat conversation, or by scheduling a call.

Join Nest Wealth Today!

We're changing the way Canadians invest with the country's first subscription based investment service.

Start my investment plan