Ch-Ch-Ch-Changes!

Q2 | July 2019

Nexus-and-magnifying-glass

Topic: Inside Nexus

Nicole Weiss 

July 8, 2019


Print & Share

Print

Ch-Ch-Ch-Changes!

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.

More Like This...

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

No posts found.

More Like This...

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

That Giving Feeling

Topic:
Foundations & Endowments, Tax Planning
Excerpt:
Summer is now a distant memory. In fact, a radio announcer declared only 77 days until Christmas. Ugh. It is usually in the last quarter of the year

More Like This...

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

COVID: An Uneven – and Unequal – Recovery

Topic:
Human Interest
Excerpt:
Canadians have had enough of the lockdown. Here we are 18 months after you first heard of the then mysterious Wuhan flu. Today, but for any curve ball

More Like This...

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

Onboarding in a Not So Normal World

Topic:
Inside Nexus
Excerpt:
Starting a new job can be nail-biting! We have all done it at some point in our lives and each time it brings a new sense of excitement, questions,

More Like This...

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

The Burden of Experience in a Modern World

Topic:
Investments
Excerpt:
Those of us who started in the industry decades ago have witnessed enormous change. When I finished university in 1982, Japan was the world’s

More Like This...

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

“Work, Work, Work, Work, Work, Work”

Topic:
Pearls of Wisdom
Excerpt:
This has been a busy year. I’ve had lots happening on the home front (a wedding!) and lots going on at the office (too long to list!) Managing work

More Like This...

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

The Great Transition – A Tax Efficient Withdrawal Strategy

Topic:
Tax Planning
Excerpt:
The change from “saver” to “spender” is what I call the great retirement transition. Figuring out how to draw on your retirement savings to meet your

More Like This...

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

Living to 100… Is 100 the New 80?

Topic:
Wealth Planning
Excerpt:
It’s a common saying that there are two certainties in life, death and taxes. While we have a pretty good idea when we get taxed, which feels like all

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.

No posts found.

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.

From The Editor: Summer Vacation

Topic:
Inside Nexus
Excerpt:
Summertime and vacations go hand in hand. The season is linked with feelings of relaxation and recreation. As kids, we saw the arrival of summer as

On a Side Note…

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

Nexus and the ESG Integration Approach

Topic:
Investments
Excerpt:
At Nexus, we think Environmental, Social and Corporate Governance (ESG) considerations are a helpful input to our investment decision-making process.

On a Side Note…

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

A Table for None, Please; Working From Home on the Rise

Topic:
Pearls of Wisdom
Excerpt:
Reading is one of the principal occupations in our profession. As we digest a wide range of material, interesting ideas and surprising facts – some

On a Side Note…

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

The Great Transition – A Tax Efficient Withdrawal Strategy

Topic:
Tax Planning
Excerpt:
The change from “saver” to “spender” is what I call the great retirement transition. Figuring out how to draw on your retirement savings to meet your

On a Side Note…

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

Living to 100… Is 100 the New 80?

Topic:
Wealth Planning
Excerpt:
It’s a common saying that there are two certainties in life, death and taxes. While we have a pretty good idea when we get taxed, which feels like all