Eileen Firth
Senior Client Service Associate
As a Senior Client Service Associate, Eileen Firth focuses on supporting the Wealth Managers and their clients.
Eileen works directly with our Wealth Managers to provide our clients with an exceptional service experience. Applying her well-honed skills and intuitive understanding of clients’ needs and wants, she fields client requests and ensures that administratively they are handled expertly and efficiently. Eileen is an integral part of a broader team that manages client relationships, including our Wealth Planning professionals, whom she supports as she, herself, works towards her CERTIFIED FINANCIAL PLANNER® (CFP) designation.
Before joining Nexus, Eileen was with another firm in the investment industry providing support to High Net Worth clients and handling various aspects of client and account administration. She has ten years of client service-related experience, four of which have been in the wealth management industry. Eileen has an undergraduate degree with a major in History and minor in Art History, and continues to be an art history buff.
Areas of focus:
Client Service
Wealth Planning Assistance
Client & Wealth Manager Support
Office Administration
Education:
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November 2, 2021
Author Name: Alana R. Buckley CPA, CA, CFA
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
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January 22, 2024
Author Name: R. Denys Calvin CFA
Excerpt: Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me
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April 8, 2022
Author Name: Devin M. Crago, CFA
Excerpt: In addition to the devastation, the senseless war in Ukraine has revealed some awkward facts about the composition of some Environmental, Social and
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December 15, 2023
Author Name: Geoffrey J. Gouinlock CFA
Excerpt: As you may be aware, my time at Nexus is coming to a close. Over the last number of months, I have been working closely with others at the firm to
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December 20, 2024
Author Name: Fergus W. Gould, CFA
Excerpt: Are you not surprised?
Like many Canadians, you may be in shock, or at least surprised – Trump is back. Four years ago, you likely thought this a near
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June 21, 2023
Author Name: James E. Houston
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
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April 20, 2023
Author Name: Alexandra O. Jemetz CIM
Excerpt: Many small, once independently managed, firms have fallen into the clutches of larger organizations such as banks, institutional money managers and
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February 28, 2023
Author Name: John C.A. Stevenson, CFA
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
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October 10, 2023
Author Name: Brad Weber CPA, CA, CFP, CIM
Excerpt: We are pleased to announce that Nexus now offers FHSAs to our clients.
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February 2, 2021
Author Name: Nicole M. Weiss
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
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October 24, 2024
Author Name: Dianne C. White
Excerpt: With the rising cost of housing, many parents are turning to creative strategies to help their children buy their first home.
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September 4, 2024
Author Name: Harsh Narsinghani
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...
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May 27, 2024
Author Name: Kathleen Peace
Excerpt: At Nexus, our Living to 100 campaign is about maximizing both lifespan and healthspan.
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October 29, 2024
Author Name: Julie Crothers
Excerpt: One of the most frequently asked questions we receive is about the Canada Pension Plan (CPP).
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March 26, 2024
Excerpt: Life seems to be a never-ending balancing act, doesn't it?
