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

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.

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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. 

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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.

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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.

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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.

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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

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Hybrid digital platform gives advisors robo edge

Wealth Professional on June 10, 2016

The emergence of robo-advisors may have called the relevance of the advisor-client relationship into question – but a new digital wealth management platform will combine the best

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Peace of mind or just another headache? The pros and cons of putting your finances on auto pilot

Financial Post on May 27, 2016

Every month my credit cards automatically pays out $7.99, $4.99, $11.99, $17.25, $39.98 and

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Finalists revealed for Wealth Professional Awards

Wealth Professional on May 3, 2016

It has been described as the most important night of the year for financial advisors in Canada – a chance to secure industry recognition and celebrate the very best the country has to offer: and now the first set of finalists

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“The best combination since peanut butter and jelly”

Wealth Professional on April 22, 2016

How big an impact are ETFs having on investors’ portfolios and how can they be combined with robo-advice? Wealth Professional sat down with

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Robo advisers and ETFs prove its time for a new financial advice fee structure

Financial Post on April 19, 2016

Are ETF-based robo-adviser services going to cut out the middle man when it comes to traditional financial

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Nest Wealth joins Thomson Reuters new innovation lab in Waterloo

Canadian Lawyer Mag on October 12, 2015

The launch kicked off Techtoberfest, which took place Oct. 13-14, 2015. It allowed investors and startup companies to connect, as well as talks from speakers including Gary Vaynerchuk, prolific angel investor and venture capitalist; Allen Lau, CEO and co-founder, Wattpad; and Angela Tran Kingyens, associate, Version One Ventures.

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Robo advisers will force the financial industry to up its game, survey suggests

Financial Post on September 30, 2015

Randy Cass, founder and CEO of Toronto-based Nest Wealth believes Canadian investors in digital wealth management solutions like his get the best of both worlds, with customized low-fee portfolios plus human advice. “Unlike south of the border, the one thing Canadians don’t have to sacrifice is having a one-to-one relationship with a registered portfolio manager.

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Forget toys. New online tool lets others contribute to your child’s RESP

Globe and Mail on September 5, 2015

"In situations like this, giving an envelope of cash has always been the start and end of the process,” says Mr. Cass. “However, when you give a gift directly to an online account of someone who you love, you’ll also be able to rest easy knowing the gift you gave is invested in a proper manner, monitored by a licensed professional and then used for the intended purpose."

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4 ways to build a portfolio that meets your needs

Toronto Star on August 14, 2015

The process is quite easy: you complete an on-line questionnaire and the software recommends a portfolio of low-cost exchange-traded funds with a risk level based on the information provided.

The portfolio is automatically rebalanced periodically to ensure you don’t stray too far from your target asset mix. Prices vary but one company, Nest Wealth, charges $20 a month for accounts up to $75,000.

... see more

Metroland Media invests in robo advisor

Advisor.ca on August 5, 2015

Metroland Media Group Ltd. today announced a $1.5 million cash investment in Nest Wealth Asset Management Inc., a Canadian online automated financial advisor.

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In unusual move, robo-adviser partners with newspaper publisher

Globe and Mail on August 4, 2015

Metroland Media Group Ltd. continues to keep a close eye on digital disruptors as it partners with online portfolio manager Nest Wealth Asset Management.

Metroland - which also holds investments in online sites shop.ca and leasebusters.com - has invested $1.5-million cash in Nest Wealth - one of a handful of Canadian investing websites commonly known as robo-advisers.

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Would you trust a robot with your finances?

Yahoo Finance on July 9, 2015

Robo-advisors, or to be more accurate, algorithmic investment services, represent a fast-growing segment of the investment advisory market. In the U.S. companies such as Betterment, Wealthfront and LearnVest are well established players in the robo-advisor market, while here in Canada Nest Wealth, led by BNN anchor Randy Cass, has entered the market offering customized ETF portfolios at a fixed fee. Using complex automated techniques to provide clients with computer-assisted investment advice and financial planning, companies can offer investors a low cost alternative to traditional flesh and blood advisors. By replacing people with processors, robo-advisors can reduce some of the overhead costs typically associated with providing financial services.

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The 3 Biggest Ways Technology Companies Threaten Canadian Banks

The Motley Fool on May 24, 2015

Most people agree that the traditional model of wealth management is broken. After all, why should we pay 2% of our savings to advisors every year when most underperform their benchmark? In Canada, where investment management fees are especially high, the industry is ripe for disruption.

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