Nest Wealth (Objectway Group)

On June 10th, the much-anticipated capital gains proposal was presented to Parliament, setting the stage for a pivotal vote that could have far-reaching consequences for entrepreneurs across the country. Discover who stands to gain and who might lose out under this new proposal in the latest article by Dave Faulkner, Product Strategy Advisor. Read the full blog post here: https://lnkd.in/dAybXmSm #CEI #capitalgains #canada #capitalgains

We're on the lookout for a dynamic Finance & Accounting Manager to power our financial operations as we scale new heights. Are you a hands-on, strategic thinker who loves diving into the details while keeping an eye on the big picture? Reporting directly to our global Finance Department, you’ll be the backbone of our financial processes, working independently with cross-functional teams to keep everything running smoothly and ensuring our financial reports are spot-on and timely. In this role, you'll face exciting accounting challenges and support key business initiatives, all while honing your leadership and management skills. If you're an analytical problem-solver with a strong work ethic and a drive for continuous improvement, we want to hear from you. Discover more about the position here: https://lnkd.in/dk_VbsUq #jobposition #wearehiring #jobopening #hr #finance #accounting #financialservices

We are extremely proud to announce that Amanda Small, our VP People & Culture, has been recognized as one of the Top Women Leaders of Toronto for 2024 by Women We Admire! Amanda’s dedication to creating meaningful programs and opportunities for cultural and organizational development is unparalleled. She is committed to fostering continuous growth and building a resilient culture that thrives amidst the challenges and excitement of scaling up. Her passion for helping people focus on their strengths and contribute valuable insights is instrumental in our company’s success. Join us in congratulating Amanda on this outstanding achievement! #awards #womeninfinance #financialservices #leadership

Dylan Young, our Account Executive, recently participated in the 22nd Annual National Conference, the premier financial planning gathering of major Canadian financial services organisations. He tells us more about it in his recent blog post: https://lnkd.in/dh_PSdZn Over two and a half days, Dylan was immersed in a wealth of information through sessions, networking opportunities, and presentations from top-notch speakers on advanced financial topics, sales and practice insights. If you have any questions about his experience or would like to discuss further, don’t hesitate to reach out to him, referring to the information provided here: https://lnkd.in/d2Ymm4mM #financialplanning #canada #financialservices #wealthmanagement #investmentmanagement #financialadvisor

Join us at the next MIFIT FinTech Speaker Series Event in Toronto, organised by Smith School of Business at Queen's University. Our CEO Canada Randy Cass will participate in the panel discussion “The State of FinTech: Now & Into the Future”, examining the influence of macro-economic forces on investment landscapes and what they spell for the future growth and proliferation of financial technologies. Randy will offer expert analysis and guidance on navigating the challenges and opportunities for sustainable growth and expansion in the FinTech sector. Don't miss out on this valuable discussion! Discover more about the event here: https://lnkd.in/dNPfv3n7 #fintech #canada #toronto #investmentmanagement #financialtechnolofy #sustainablegrowth

We're thrilled to share the news that our Account Executive, Dylan Young will be personally attending the highly anticipated 22nd Annual National Conference. This premier event brings together top-tier Canadian financial institutions and thought leaders for an unparalleled exchange of insights and ideas. Save the date for April 28th, and don't miss the chance to connect with Dylan! With a lineup of enriching sessions and ample networking opportunities spanning two and a half days, it's an event you won't want to miss. Dylan is eager to engage with you! For his contact details and scheduling meetings, please refer to the information provided here: https://lnkd.in/d2Ymm4mM Discover more about Nest Wealth Objectway Group and how we're shaping the future of financial services by visiting: https://nestwealth.com/ #financialplanning #financialadvisors #fintech

Discover how Nest Wealth Pro for Salesforce can revolutionize your wealth management processes. Say goodbye to manual form selection, tedious paperwork, and complex custodian integrations. With Nest Wealth Pro for Salesforce, you can accelerate end-investor onboarding, minimize NIGOs, streamline account opening, and enhance compliance effortlessly. Experience faster account funding and improved advisor-client engagement. Ready to see it in action? Schedule a personalized demo with one of our Account Executives today. https://lnkd.in/gJ3EerfR #WealthManagement #Salesforce #nestXperience #Fintech #DigitalOnboarding

We are live at the Future Proof Retreat amidst the breathtaking backdrop of Colorado Springs! It's an honor to be sponsoring such a forward-thinking event, nestled in the stunning landscapes of Colorado, where industry leaders converge to explore the cutting edge of innovation and future-proof strategies. At Nest Wealth, we're passionate about revolutionizing wealth management, and being featured at the Future Proof Retreat underscores our commitment to staying ahead of the curve. We look forward to engaging with fellow innovators and visionaries, sharing insights, and shaping the future of finance together while soaking in the inspiring surroundings. Learn more about Nest Wealth: https://nestwealth.com/ #FutureProofRetreat #nestXperience #WealthManagement #FinTech

Our Founder and CEO, Randy Cass, will be personally attending the upcoming Future Proof Retreat—an exclusive gathering tailored for decision-makers in the Wealth Management industry. Mark your calendars for March 24-27 as we converge in the picturesque surroundings of Colorado Springs for an unconventional wealth management retreat. This event isn't just about discussions; it's about transforming perspectives, building and nurturing valuable connections, and charting the course for the future of wealth management. Our CEO's presence underscores our commitment to innovation and collaboration within the industry. Join us for an immersive experience where insightful conversations merge with breathtaking landscapes, offering a unique platform to elevate your expertise and network with industry pioneers. https://lnkd.in/gEPti7Xw Learn more about Nest Wealth: https://nestwealth.com/ #FutureProofRetreat #nestXperience #WealthManagement #Fintech

Are you at the Fintech Meetup in Las Vegas? Our Founder and CEO, Randy Cass, is on-site and available for exclusive one-on-one discussions with fellow fintech leaders like you. Don't miss this golden opportunity to connect with an industry expert and gain valuable insights into the future of finance. Whether you're looking to dive deep into fintech trends, explore potential collaborations, or simply exchange ideas, Randy Cass is here to engage in meaningful conversations that propel innovation forward. https://fintechmeetup.com/ Discover more about Nest Wealth: https://nestwealth.com/ #FintechMeetup #nestXperience #IndustryExpert #NetworkingOpportunity #WealthManagement #Fintech