Nest Wealth Asset Management Appoints Sean Tascatan as Chief Investment and Growth Officer as It Enters Its Next Phase of Evolution

For best results when printing this announcement, please click on link below: Nest Wealth Asset Management Appoints Sean Tascatan as Chief Investment and Growth Officer as It Enters Its Next Phase of Evolution Nest Wealth Asset Management is entering a new chapter. Tascatan’s appointment as Chief Investment and Growth Officer confirms the firm’s first mover track record as it prepares its next generation of portfolios, products and client experience.

Nest Wealth Asset Management has appointed Sean Tascatan as Chief Investment and Growth Officer, marking a further step in the firm’s evolution as it continues to develop and advance its investment offering, technology platform and client experience for Canadian investors. This press release features multimedia. View the full release here: Sean Tascatan, Chief Investment and Growth Officer, Nest Wealth Asset Management Tascatan joins Nest Wealth with more than 15 years of experience in the investment management industry, including managing and co-managing award-winning funds.

Most recently, he was Lead Portfolio Manager of Starlight Capital's $400 million Diversified Equities platform, where he oversaw portfolio construction, risk management and the allocation of capital across sectors and regions. He previously led a range of dividend-focused mandates at an independent Canadian asset manager and co-managed portfolios of $3 billion and $500 million as a member of the Equity Income team at Sentry Investments. He also served as a Portfolio Manager at BMO Private Wealth. At Nest Wealth, he will lead the firm's investment strategy and asset allocation framework.

His appointment comes as Nest Wealth moves into a new course, building on the firm’s longstanding focus on disciplined, goals-based investing and its role in bringing digital wealth management to Canadian investors. In his new role, he will lead the development of Nest Wealth’s investment strategy and offering, alongside the firm’s ongoing evolution of its client experience and technology. At the centre of this evolution is a renewed focus on how portfolios are designed and managed, with Nest Wealth developing a new investment framework informed by institutional asset-allocation principles and adapted to the needs of a broader range of Canadian investors.

Nest Wealth is undertaking a broader evolution of its business, beginning with an enhanced approach to portfolio construction. Moving beyond the traditional 60/40 mix of stocks and bonds, Nest Wealth portfolios will include a dedicated allocation to liquid alternatives alongside equities and fixed income, with each alternative strategy serving a defined role as a portfolio enhancer, diversifier or inflation protector. The approach draws on principles of the Total Portfolio Approach used by leading institutional investors, where each investment is assessed by its contribution to the portfolio as a whole.

The firm is also upgrading its investment platform and technology infrastructure, and is introducing a new mobile app and a redesigned client experience. "Our focus is on building resilient portfolios that emphasize quality, stability and managing downside risk," said Sean Tascatan, Chief Investment and Growth Officer, Nest Wealth Asset Management. "We believe long-term investing means diversifying across sources of risk rather than relying on broad market exposure or chasing short-term results, and that discipline will remain central to how we serve our clients." The evolution extends beyond the immediate platform and portfolio enhancements.

Nest Wealth is also building the foundations for the continued development of its investment offering, with plans to explore additional solutions and strategies designed to respond to changing investor needs over time. “We are investing in our people, investment capabilities and technology to build on the foundations of the business and continue developing the experience we provide to Canadian investors and meeting their needs in the midst of a new investment environment. This is about building on what Nest Wealth has always stood for while further investing for its next phase of growth,” said Georgios Lekkas, Chief Operating Officer, Nest Wealth Asset Management.

Nest Wealth Asset Management Nest Wealth Asset Management is a regulated Portfolio Manager and Canada’s first robo-adviser established in 2014. Focused on personalization, cost-effectiveness and professional oversight, Nest Wealth Asset Management offers an investment service that is built for those who prefer a hands-off approach: a digital solution developed with a well-structured investment plan that supports client needs with the creation of an appropriate portfolio of low-cost Exchange Traded Funds (ETFs) or mutual funds. Nest Wealth Asset Management is part of Objectway Group.

nestwealth.com objectway.com “Nest Wealth” is the trade name of Nest Wealth Asset Management Inc. The products and services offered are designed specifically for investors in the provinces of AB, BC, MB, SK, PE, NB, NL, NS, QC and ON where Nest Wealth is Registered as a Portfolio Manager and may not be available to all investors. Products and services are only offered in accordance with applicable laws and regulations. This newsletter is neither an offer to sell nor a solicitation of an offer to sell securities in any jurisdiction.

View source version on.com: Chiara Giudici Communication Manager chiara.giudici@objectway.com (mailto:chiara.giudici@objectway.com) +39 393 8229579