Put our wealth planning and investment management expertise to work for you.
Together, we can achieve your financial goals.


Wealth Planning

A good plan is the key to making the right financial decisions.

Investment Management

Disciplined and focused investing for the long term.

Living to 100

Insights on how to live your life now and well into the future.

Our Market-Resilient Investment Strategy Achieves Long-Term Results

What is $100 invested with Nexus in 1989 worth today?

The chart illustrates the impact of this long-term investment thinking – a $100 investment in a balanced portfolio in 1989 has grown to $2,171 as at June 30, 2025.

Investing with Nexus

"Nexus" reflects the returns of the Nexus North American Balanced Fund after September 30, 1997, and, until then, a composite of Nexus portfolios managed to a balanced mandate. Such returns are time-weighted, total rates measured in Canadian dollars and calculated after deducting such direct and indirect costs as applicable withholding taxes, trading commissions, custody fees and other fund/account expenses, but without deducting Nexus's management fees (which are charged to client accounts and vary by client). "CPI" is the "All-Items" Consumer Price Index for Canada, not seasonally adjusted.

Nexus Notes Quarterly


The Hand-Off: Smart Ways to Pass on Your Wealth to the Next Generation

The Hand-Off: Smart Ways to Pass on Your Wealth to the Next Generation

Topic:
Wealth Planning
Excerpt:
Over the years, we’ve helped many clients navigate the wealth planning process. What often feels like the finish line - a completed wealth plan - is
For Those in Peril on the Sea: Income vs. Capital

For Those in Peril on the Sea: Income vs. Capital

Topic:
Investments
Excerpt:
When it comes to investing, a blinkered focus on income, especially when animated by a requirement to generate an unnaturally high level of income,