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 $1,687 at June 30, 2023.

"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


From Vineyards to Portfolios: Cultivating Long-Term Wealth

From Vineyards to Portfolios: Cultivating Long-Term Wealth

Topic:
Investments
Excerpt:
My wife and I have been stymied so far this summer in getting to the Niagara region for our annual weekend of cycling through the vineyards and
Embracing the Golden Years: A Journey of Reflection and Wisdom

Embracing the Golden Years: A Journey of Reflection and Wisdom

Topic:
Human Interest, Inside Nexus
Excerpt:
It was an otherwise slow mid-afternoon trading session on the “old” floor of the Toronto Stock Exchange at 234 Bay St. The dog days of summer had