A New Face At Nexus

Q3 | August 2019

Brad Weber

Topic: Inside Nexus

Nicole (Weiss) Louthe 

August 15, 2019


Print & Share

Print

A New Face At Nexus

Q3 | August 2019

We are happy to announce Brad Weber as the newest member of the Nexus team. As Vice President Client Services & Financial Planning, Brad will work with clients to create comprehensive personal financial plans and advise on issues related to financial, tax and estate planning.

Brad joins us from BMO Private Wealth where he was a Director of Wealth Planning and prior to that, with BMO Private Bank as Senior Manager of Reporting. He is a CPA, CA (Deloitte), a Certified Financial Planner and has completed a Masters of Management and Professional Accounting from University of Toronto’s Rotman Business School.

Away from the office, Brad and his wife Kim have a love for travelling – and have been to over 20 countries as well as many road trips throughout Canada. When spending time at home, Brad enjoys reading, cooking, and even dabbles in creative writing.

The next time you are in the office or attend one of our luncheons, please take a moment and say hello to Brad. Also, if you know of someone who could benefit from Nexus’s approach of integrating financial planning and investment management, please don’t hesitate to contact us.

More Like This...

See another CRM2 blog post that may be of interest to you.

CRM2: The Nexus Approach to our CRM2 Reports

Topic:
CRM2
Excerpt:
With changing securities regulations coming into effect, investment firms are now required to provide individual investors with specific additional in

More Like This...

See another Foundations & Endowments blog post that may be of interest to you.

Charitable Giving Made Easier

Topic:
Foundations & Endowments
Excerpt:
Giving to charities and supporting our community are important to us at Nexus. We donate a portion of our management fees back to the charities and

More Like This...

See another Human Interest blog post that may be of interest to you.

To Insure Promptitude

Topic:
Human Interest
Excerpt:
Historically, tips were a monetary translation of either “thank you” or “sorry”.

More Like This...

See another Inside Nexus blog post that may be of interest to you.

Au Revoir

Topic:
Inside Nexus
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

More Like This...

See another Investments blog post that may be of interest to you.

Drowning in Liquidity and Greasing Growth Stocks

Topic:
Investments
Excerpt:
Now, we find ourselves in “unusual” economic circumstances and an atypical equity market – maybe we live in interesting times?

More Like This...

See another Pearls of Wisdom blog post that may be of interest to you.

The Joy of Doing Nothing Together!

Topic:
Pearls of Wisdom
Excerpt:
Life seems to be a never-ending balancing act, doesn't it?

More Like This...

See another Tax Planning blog post that may be of interest to you.

You May Have a Trust and Not Even Know It

Topic:
Tax Planning
Excerpt:
There is a significant change this tax season as additional reporting requirements have been introduced for trusts and bare trusts.

More Like This...

See another Wealth Planning blog post that may be of interest to you.

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

On a Side Note…

See another CRM2 Nexus Notes Quarterly article that may be of interest to you.

No posts found.

On a Side Note…

See another Foundations & Endowments Nexus Notes Quarterly article that may be of interest to you.

Charitable Giving Made Easier

Topic:
Foundations & Endowments
Excerpt:
Giving to charities and supporting our community are important to us at Nexus. We donate a portion of our management fees back to the charities and

On a Side Note…

See another Human Interest Nexus Notes Quarterly article that may be of interest to you.

Worth 1,000 Words

Topic:
Human Interest
Excerpt:
A little humour makes the world a better place.

On a Side Note…

See another Inside Nexus Nexus Notes Quarterly article that may be of interest to you.

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

On a Side Note…

See another Investments Nexus Notes Quarterly article that may be of interest to you.

Drowning in Liquidity and Greasing Growth Stocks

Topic:
Investments
Excerpt:
Now, we find ourselves in “unusual” economic circumstances and an atypical equity market – maybe we live in interesting times?

On a Side Note…

See another Pearls of Wisdom Nexus Notes Quarterly article that may be of interest to you.

The Joy of Doing Nothing Together!

Topic:
Pearls of Wisdom
Excerpt:
Life seems to be a never-ending balancing act, doesn't it?

On a Side Note…

See another Tax Planning Nexus Notes Quarterly article that may be of interest to you.

You May Have a Trust and Not Even Know It

Topic:
Tax Planning
Excerpt:
There is a significant change this tax season as additional reporting requirements have been introduced for trusts and bare trusts.

On a Side Note…

See another Wealth Planning Nexus Notes Quarterly article that may be of interest to you.

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