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Benefits of Charitable Giving

By Randy Cass on November 27, 2017

With the holidays around the corner, it’s time to start thinking about whether you should donate to charity this year (if you haven’t already). If you’re in the position to give financially, here’s some information that may help you make your decision. 


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How Much Are You Paying In Hidden Investment Fees?

By Staff on November 14, 2017

It’s commonly accepted that big banks come with high fees, and in many cases we have no choice but to pay those fees. However, when it comes to investing (where high fees dramatically eat away at your potential returns), Canadians are looking for new wealth management alternatives, like Nest Wealth. After all, you invest to build wealth for the life you want to live, right? So why would you keep giving away up to 50 percent of your potential wealth in high and hidden fees if you don’t need to anymore?

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5 Most Misunderstood Words in Investing

By Randy Cass on November 10, 2017

A lot of confusion in investing comes from the fact that words used in everyday language mean something different in the world of finance. Here are five commonly misunderstood words and my explanation of how to make sense of them.

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3 Tips for Talking Across Generations About Money

By Randy Cass on November 3, 2017

A generation has grown up with a unique view of money. The worldwide financial crisis has turned an entire generation of 20 and 30-somethings into risk-averse investors. Young adults are inclined to keep their money in cash just at a time in their life when their long time horizon until retirement means they should be investing in the markets.

Meanwhile, low interest rates have left these same people more comfortable with debt than they probably should be. People in their 20s and 30s. have never known anything but cheap money.

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7 Things You Need To Know About Robo-Advisors Today

By Randy Cass on October 31, 2017

There’s been a lot of buzz about a new type of Canadian wealth manager that are collectively being referred to as “robo-advisors”. Rob Carrick wrote an article that these digital robo-advisors “make good sense for…. someone who has neither the time nor inclination to learn about do-it-yourself investing and wants advice at a reasonable price.”

Even so, while these types of solutions have existed for longer in other countries, they are relatively new in Canada. So, to help you get up to speed, we’ve put together some of the most frequently asked questions about digital advisors and posed them to Nest Wealth, the first digital advisor in Canada.  

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2017 Robo Advisor Guide

By Randy Cass on October 20, 2017

Every year Rob Carrick at the Globe and Mail puts out his annual report on robo advisors in Canada.  It’s a tremendously helpful tool for people who are looking to research the industry and usually opens up the discussion with curious investors.  I thought this year it would be helpful for those of you learning about new investment options to clear up some common misconceptions about robo advisors.  

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9 Canadian Personal Finance Bloggers You Should Be Following

By Staff on September 3, 2017

In the internet age, we are constantly searching for new ways to read and absorb information about the things that matter most to us. That behaviour is no different in the FinTech industry, as those wanting to learn more about money management are seeking knowledge from the experts. 

When you don’t know who to ask, or where to go for the information, we suggest checking out some of Canada’s most well-known and respected personal finance bloggers. See if the suggestions below are serving up what appeals to you.

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What Should I Do If My Roof Caves In? And Other Reasons You Need An Emergency Fund

By Kate Smalley on August 29, 2017

You’ve heard the horror stories: basement floods gone wrong, cars that randomly stop running, or a pal suddenly losing their job. Perhaps you’re the type of person who thinks “that will never happen to me!” when hearing one of these stories, but the cold reality is that it very well could happen to you. 

So what exactly warrants having some extra cash on hand? 



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How To Recover From Summer Spending

By Kate Smalley on August 21, 2017

We only have a few short months of the season to enjoy, but that doesn’t stop us from splurging.

But as the season begins to wind down, you may finally feel the weight of your summer spending. Here’s a few tips on how you can recover.

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6 Common Spending Habits You Don’t Have To Follow

By Kate Smalley on August 13, 2017

Habits are a hard nut to crack no matter the nature, but this can be especially true when it comes to managing your money.  

Here we narrow down the top six money spending habits that are known to break the bank (and how to avoid them!)

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