As an Operations Associate, Karrie Cheng works collaboratively to support the day-to-day operational functions of the business.
Karrie focuses on supporting the operations team, including portfolio management, pooled fund administration, trade administration, and reporting. She has been at Nexus since 2019 and has a deep understanding of the firm’s workflows and processes, and how they interact with client portfolios. Karrie is an integral part of the team that handles client transactions and ensures all client mandates and account data is correctly implemented in our systems. She is involved with the investment team to administer trade and transactions and is a vital part of our client reporting process, including all client quarterly statements.
At Nexus, Karrie works with a dedicated team offering wealth planning and investment management directly to private clients, foundations and endowments. Before joining Nexus, Karrie had roles with other firms in the investment industry.
Areas of focus:
- Operations
- Portfolio Management
- Pooled Fund & Trade Administration
- Reporting
- Office Administration
More from Karrie
See Karrie's most recent Blog post.
Donor Advised Funds: An Overview
Topic:
Foundations & Endowments
Excerpt:
As we approach the end of the calendar year, taxes and charitable giving inevitably surface as ”things to do” in peoples’ minds. Here, we’d like to
More from Karrie
See Karrie' most recent Blog post.
The Case for An Annual Family Roundtable
Topic:
Wealth Planning
Excerpt:
Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me
More from Karrie
See Karrie's most recent Blog post.
The Imperfect Art of ESG
Topic:
Investments
Excerpt:
In addition to the devastation, the senseless war in Ukraine has revealed some awkward facts about the composition of some Environmental, Social and
More from Karrie
See Karrie's most recent Blog post.
More from Karrie
See Karrie' most recent Blog post.
The End of an Era – Inflation is Back!
Topic:
Investments
Excerpt:
Inflation talk is dominating the news. It is on the mind of the man in the street and investors alike – and not just in North America or the lands of
More from Karrie
See Karrie' most recent Blog post.
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
More from Karrie
See Karrie's most recent Blog post.
Where Have All the Boutiques Gone?
Topic:
Inside Nexus
Excerpt:
Many small, once independently managed, firms have fallen into the clutches of larger organizations such as banks, institutional money managers and
More from Karrie
See Karrie's most recent Blog post.
Don’t Worry, Be Happy
Topic:
Investments
Excerpt:
A recent article by David Brooks in The Atlantic magazine argues that, despite the heavy shroud of pessimism that envelopes most of our current
More from Karrie
See Karrie's most recent Blog post.
First Home Savings Accounts (FHSA) Are Here!
Topic:
Wealth Planning
Excerpt:
We are pleased to announce that Nexus now offers FHSAs to our clients.
More from Karrie
See Karrie's most recent Blog post.
And… We’re Live! Announcing Our New Website
Topic:
Inside Nexus
Excerpt:
There is no denying that 2020 was one for the books. For us at Nexus it was also a year of visual transformation as we modernized our brand to reflect
More from Karrie
See Karrie's most recent Blog post.
Beyond the Down Payment: 10 Tips for Helping Your Child Buy a Home
Topic:
Wealth Planning
Excerpt:
With the rising cost of housing, many parents are turning to creative strategies to help their children buy their first home.
More from Karrie
See Karrie's most recent Blog post.
The Rise in Stock Market Concentration: What It Means for Investors
Topic:
Investments
Excerpt:
Since 2023, most of the U.S. stock market's gain has been driven by a small group of stocks benefiting from the rapid expansion of...
More from Karrie
See Karrie's most recent Blog post.
Combat Sitting: Simple Ways to Boost Your Healthspan
Topic:
Living to 100
Excerpt:
At Nexus, our Living to 100 campaign is about maximizing both lifespan and healthspan.
More from Karrie
See Karrie's most recent Blog post.
More from Karrie
See Karrie's most recent Blog post.
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More from Karrie
See Karrie's most recent Blog post.
The Joy of Doing Nothing Together!
Topic:
Pearls of Wisdom
Excerpt:
Life seems to be a never-ending balancing act, doesn't it?