Q2 | July 2019
July 8, 2019
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Q2 | July 2019
At Nexus, we pride ourselves on our internal work culture – one where we enjoy coming to work every day and are surrounded by like-minded individuals who, together, put our responsibility to our clients’ financial well-being first.
Many of our employees have worked together for decades. Recently, Heather Knight celebrated her 25th anniversary with Nexus. While there are several employees who have been here for most of our 30 years as a firm, we have continued to grow over time.
We are happy to welcome Karrie Cheng as the newest member of Nexus, joining our portfolio administrator team. Karrie will work closely with Dianne White and Jim Houston to support them and their clients. Karrie joins Nexus after previous experience with Beutel, Goodman & Company Ltd. and Gluskin Sheff + Associates. Outside the office, Karrie spends the majority of her time with her husband and young daughter. She loves watching movies, reading and travelling – her favourite place to visit is London, England.
Over the next few weeks, Karrie will introduce herself to the clients whom she will support. We welcome her to Nexus and look forward to her becoming a central part of our administrator team!
It is with mixed emotions that we will soon see a principal depart the firm. After 19 years in Canada, Mahmood Hassan and his family will be relocating back to Pakistan. Although we are sad to lose him at Nexus, we are happy for their opportunity to be closer to family.
Mo joined Nexus in October 2011 from Scotiabank and has been a tremendous contributor to our planning effort ever since. During his 8-year tenure, Mo earned his CFA designation, became a principal at the firm and has been a central part of our client service team. For clients, he lent his expertise to understanding their financial affairs and personal aspirations, helping each of them prepare a plan to achieve their goals. Internally, accompanied by his calm demeanour and his willingness to pitch-in on a range of projects, Mo has been a great assistance to the operation of the firm. On a personal level, Mo and his wife Zunera bought a house and settled in Etobicoke prior to the birth of their daughter, Minna, in the fall of 2016. Mo will be greatly missed by all of us here at Nexus. We wish him and his family the best of luck in their next chapter. In a short while, we will share some exciting news about our search for someone to take over Mo’s role.