On the show today we welcome Randy Cass, owner and founder of Nest Wealth, who were the first financial firm to employ the use of robo-advisors in Canada. Their unique business model and forward looking systems and practices are at the forefront of the industry in the country and hearing Randy’s recollections from their processes as well as thoughts going forward will be of great interest to anyone interested in the future of their money. In our conversation we cover the basic history of Nest Wealth and what inspired their big decisions. Randy unpacks their fee structure and how some of the systems work and have changed over the last few years before going into the ins and outs of how robo-advisors field questions. Our guest also comments on the financial market’s constant evolution and his personal and professional attitude to passive investment strategies. We chat about obstacles that currently stand in the way of the fintech industry and finish off the episode with Randy explaining his iterative approach to development as technology advances. For all this and more, be sure to tune in!
Key Points From This Episode:
Links From Today’s Episode:
Benjamin Felix on Twitter — Follow @BenjaminwFelix
Cameron Passmore on Twitter — Follow @CameronPassmore
Randy Cass on Twitter — Follow @randy_cass
Randy Cass — https://www.nestwealth.com/meet-our-team/
Nest Wealth — https://www.nestwealth.com
Vanguard — https://investor.vanguard.com/corporate-portal/
Wealthsimple — https://www.wealthsimple.com/en-ca/
Betterment — https://www.betterment.com
Wealthfront — https://www.wealthfront.com
