Episode Overview

Randy Cass is an investment portfolio manager, who’s been in the industry over 15 years. He is also the founder and CEO of Nest Wealth, an innovative fintech based on robo-advisors that gives investors more personalize and transparent wealth management solutions. “It was just one day of recognition that someone’s got to do something,” says Randy. “For me, doing something was building a product with the ultimate goal of letting the investors in Canada be as best served as they can possibly be.” 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 also hosted Market Sense on BNN between 2012 and 2014. And recently, Montreal’s National Bank invested six-million dollars to onboard Nest Wealth’s technology into their own portfolio management system. In this week’s #FinancePodcast, host Dr. Sean Wise talks to Randy about the rise of FinTech and how robo advisors are innovating the way investors manage portfolios.