As Vice President & Chief Financial Officer, Terence focuses on the financial management of the firm. He also ensures the business operates as smoothly as possible so the team can best serve our clients. At Nexus, Terence works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.

Before joining Nexus, Terence was the Controller & Compliance Officer at another investment firm focusing on their financial reporting and compliance and was also a Manager with the hedge fund administration team at Goldman Sachs Administration Services. In a previous position at Deloitte, Terence provided assurance and advisory services to clients within the financial institutions practice, specifically within the investment management industry. His tenure at Deloitte also included a secondment to the Ontario Securities Commission where he spent time in their Compliance & Registrant Regulation group.

Areas of focus:

• Finance
• Operations
• Compliance

Designations & Specialties:

• Chartered Professional Accountant, Chartered Accountant (CPA, CA)

Education:

• University of Toronto