Alain Guillot Show | Personal Finance And Entrepreneurship

042 Randy Cass: Subscription based robo-advisor starting at $20/month

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Sinopsis

http://www.alainguillot.com/randy-cass/ Randy Cass is the CEO and founder of Nest Wealth, Canada's #1 robo-advisor. I am a do-it-yourself kind of investor, but if a family member or a friend asks me who could help them with their investments, I would not hesitate to recommend Randy Cass and his firm Nest Wealth. A robo-advisor is a firm which provides financial advice or investment management service online, performed by software algorithms to reduce cost and to reduce the input of human's emotions which could be detrimental to one's portfolio. A robo-advisor automatically allocates, manage and optimize clients' assets with zero human intervention. Nest Wealth is based out of Toronto, with a team of about 45 people. Randy had about 25-years experience in the financial service industry. He went to law school only to discover, after graduation, that he didn't want to be a lawyer. While working in law, he started an investment club, where they invested in penny stocks. He lost money most of the time. I discovere