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 WhitbreadLead Front-End Software Engineer
  • 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 PapazLead Back-End Software 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
  • Richard PringleSoftware Development Engineer
  • Formally educated in mathematics and physics from both Dalhousie University and Mount Allison University, Justin brings a broad and dynamic skill set to Nest Wealth's engineering team. From developing software with a YCombinator-backed startup for several years in Kitchener-Waterloo (the Silicon Valley of the North), to dabbling in simulated algorithmic trading of futures contracts, his keen interests in both quantitative finance and software development makes Justin feel right at home here at Nest Wealth!

    Justin FrankSoftware Development Engineer
  • Pat has a BCopm in Computer Science from the University of Guelph and has full stack experience as a developer for cloud infrastructure companies. He's interested in UX/UI and creating a better user experience for our clients through smart, simple design. He likes exploring new areas and staying up to date with the latest software development trends. 

    Patrick EidtSoftware Development Engineer
  • Orest uses his passion for data to help us understand what our customers want, and deliver! With a background in business and technology and a career focused in FinTech, he takes a holistic approach to data-driven decision making. Orest holds an MBA focused on Technology and Innovation as well as a Certificate in Data Analytics, Big Data, and Predictive Analytics from Ryerson University.

    Orest LeshchyshenData Analyst
  • Emily is passionate about building intuitive products that make it easy for customers to invest responsibly and keep more of their own money. She’s held a variety of roles in the finance industry including managing software products used globally by large financial institutions to manage their risk and implementing internal banking systems. She holds a BSc. in Mathematics from McMaster University and a Masters of Mathematical Finance from the University of Toronto.

    Emily PaceProduct Manager
  • Neil has spent the last 24+ years partnering with all types of financial advisors, brokers, agents, and planners to professionalize their businesses and improve the overall client experience.

    Recognizing the importance of helping advisors modernize their businesses, Neil will provide you with everything you need to efficiently manage your practice. He is dedicated to assisting advisors across Canada to adopt the Nest Wealth Pro digital wealth platform.

    Neil GreenbaumHead of Advisor Solutions
  • Dave ThomasHead of Marketing
  • As an Implementation Manager, Pratik is responsible for the overall success of Nest Wealth Pro clients. His mission is to ensure you realize maximum ROI in your decision to go digital! He has 6+ years of professional services experience leading SaaS based projects from initiation to deployment. He is a certified Project Management Professional (PMP) and holds a BASc from University of Toronto, specializing in Electrical Engineering.

     

    Outside the office, Pratik enjoys spending time with his kids and building something from his wife's never ending renovation list.

    Pratik PatelImplementation Manager
  • Andrew is passionate about helping people. In his five years of  investment industry he has held several administrative roles in which he took great pride in providing exceptional service. He looks forward to helping you in any way he can!

    Andrew CarnovaleRelationship Manager
  • Stacey is passionate about finding the best and brightest talent and is driven by hiring talent who will continue to drive the business forward. She thrives in rapidly growing, innovative organizations and specializes in both technical and non technical recruiting. For Stacey, it's all about discovering peoples dreams and motivations and matching them with a career that will allow them to do their very best work!

    Stacey OvertonTalent Acquisition
  • Donna is passionate about crafting creative solutions that are visually compelling, intuitive and user friendly. Ultimately enabling platforms to understand, interact and communicate effectively with their users. She has a formal education in psychology and design and strives to always be learning something new.

    Donna LayMarketing and Product Designer
  • Prerna is an experienced Software Engineer with a demonstrated history of working in the technology industry. She has designed and developed web solutions for several enterprise clients on a lean agile team. She is a strong engineering professional with a Bachelor of Applied Science (B.A.Sc.) focused in Computer Engineering from University of Toronto.

    Prerna ChandnaSoftware Development Engineer
  • Max BabayevSoftware Development Engineer
  • Shalini PuriSoftware Test Engineer
  • Leon LiSoftware Development Intern
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.

  • 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.

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