Why Nest Wealth?
We built a better way for you to invest.

Nest Wealth makes it easy for you to obtain sophisticated wealth management focused on your long-term goals without high fees, large minimums or lack of transparency.

We are experienced financial professionals, entrepreneurs and industry leaders who share a common vision and a common goal. We believe it's time to give Canadians a choice that lets them pay less, keep more and rest easy.

Photo of Randy Cass

Randy CassCFA, LLB, MBA

CEO / Founder / Portfolio Manager

Randy brings over 15 years experience in the financial services industry to Nest Wealth.

Prior to founding Nest Wealth, Randy managed quantitative portfolios at the Ontario Teachers’ Pension Plan and institutional assets at Orchard Asset Management. Randy’s previous company, First Coverage, won multiple awards as a top start-up including a financial services Morningstar award for best use of Technology in Canada before it was ultimately sold in 2011. Randy hosted Market Sense on BNN between 2012 and 2014.

Randy is committed to providing Canadians with a personalized and professional wealth management solution that lets them keep more of their money.

Meet the Team
  • 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 NeableHead of Product
  • Whether it is providing Canadians with information to take the first step to a more secure future or assisting longstanding 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 FornoHead of Customer Experience
  • Debra brings over 30 years of financial services experience to Nest Wealth. She was previously the Chief Compliance Officer at Genfund, CBID and Questrade and in senior level roles at Marathon Brokerage and CT Securities. Deb excels at building customer-centric environments focused on creating innovative solutions and transparent processes within a culture focused on strict compliance.

    Debra ThuetCompliance
  • 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 BriandHead of Software
  • Chris has spent the last 20+ years helping advisors, brokerage firms, and asset managers navigate and adapt to industry changes in a way that allows them to best serve their clients’ needs. 

    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 their client engagement and experience through Nest Wealth Pro, Canada's first white label and turnkey digital wealth platform.

    Chris HoggHead of Nest Wealth Pro
  • Marc makes it easy for anyone to receive personalized and professional wealth management. He holds a bachelors of computer science from the University of Guelph and a diploma in wireless & telecommunications from Humber College. Marc has been involved in the tech industry on both the client and agency settings for over 5 years, including K2 Digital, Invesco Trimark and IBM.

    Marc WhitbreadSenior Software Development Engineer
  • Tyler has a creative, forward thinking mind and is ready to dive into any problem presented to him. With a background in computer science and Software Engineering from McMaster University, Tyler is driven to incorporate technology into non-technical industries. Most recently, he has worked on creating state-of-the-art web applications as a full stack developer for a variety of clients.

    Tyler PostSoftware Development Engineer
  • Chris is passionate about ensuring clients invest their wealth in the best way possible. He has held a variety of roles in the finance industry, which includes working at a Big 5 bank, a life insurance provider, and a boutique high-net-worth investment management firm. He received an MBA from Queen’s University, and has completed the Level 3 exam of the CFA program.

    Chris TringhamWealth Associate
  • Andrei is an experienced and accomplished back-end system developer with a background in integrating and rewriting complex legacy systems. He holds a bachelor’s degree in Computer Science from the University of Waterloo with a Software Engineering option. He’s a firm believer in anticipating customer’s needs & requirements. Andrei has spent the last six years developing back-end systems in the Canadian banking industry, including RBC and Scotiabank.

    Andrei PapazSoftware Development Engineer
  • Kate's on a mission to simplify money for Canadians, teaching them how to reach their goals. She's worked in content creation and marketing for small businesses, startups, and international brands. Kate has a Bachelor of Commerce from McGill University, a graduate degree in Financial Planning from George Brown College, and she recently completed the FPSC Level 1. 

    Kate SmalleyCommunications
  • A passionate developer, Brian has over ten years experience as a Fullstack Developer and Software Engineer working with some of the worlds most recognizable brands, such as Johnson & Johnson, Honda, and Telus. He holds a degree in Multimedia Design from Durham College. Always interested in learning about what’s next, Brian’s exploring emerging paradigms such as continuous integration/delivery, automated testing, and machine learning.

     

    Brian DingaSoftware Development Engineer
  • A quality assurance professional with an eye for detail, nothing gets past Anil. He has extensive knowledge of various software testing methodologies including agile and waterfall models for both web and mobile applications. He's worked as a test team lead for large technology and communications companies such as IBM, Rogers, and INTUIT. Anil holds a bachelors degree in Electronics Engineering from JNTU Hyderabad.

    Anil KumarSoftware Test Engineer
Board of Strategic Advisors
  • Elizabeth MacBrideContent Marketing

    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 PhilpCreator of ING Direct brand

    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 ThadaneyPresident and CEO, Global Equity Capital Markets TMX Group

    Nicholas Thadaney is President and Chief Executive Officer, Global Equity Capital Markets, TMX Group, and a member of the senior management team. Mr. Thadaney is 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.

  • Todd BrownTechnology Wizard from First Coverage & CCBN

    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 fin tech products of all time. In addition Todd has a MBA from Bentley College.

  • Drew GreenCEO of SHOP.CA - Online Marketing Advisor

    Drew Green is founder, CEO and chairman of SHOP.CA, and brings over 16 years of online marketing, eCommerce and sales leadership experience to the team. Prior to founding SHOP.CA, Drew served as Senior Vice President of Sales & Marketing for Vibes Media, was a member of SHOP.COM’s executive, and held sales and sales leadership roles with Flonetwork, (acquired by DoubleClick) and DoubleClick (acquired by Google).

  • Ermanno PascuttoFormer Head of FAIR Canada

    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.

Nest Wealth Partners
  • Metroland

    Metroland Media Group Ltd. is a dynamic media company delivering vital business and community information to millions of readers across Ontario each week, with over 100 newspapers, numerous websites, other specialty and monthly publications, consumer shows and distribution operations.

    For decades, readers have turned to Metroland’s magazines, newspapers and websites to access great content and trusted advice. Combined, their digital and print properties reach over eight million people each month.

Join Nest Wealth Today!

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

Start my investment plan