From the Editor: Springtime

Q1 | March 2021

Laptop, notebook, Tablet and coffee on work desk

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Brad Weber, CPA, CA, CFP

March 30, 2021

Image used with permission: iStock/PRImageFactory


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From the Editor: Springtime

Q1 | March 2021

It’s official: it’s spring! Ever since people have been telling each other stories, they've used the different seasons as metaphors, and spring evokes the start of something new. This feels appropriate as this is the beginning of my role as the Editor of Nexus Notes. I take over these duties from Dianne White, who served as Editor for the past 20 years.

I joined Nexus a little over a year and a half ago, and while I have had a chance to meet many clients, the pandemic has slowed my introduction to everyone. So, let me share with you a bit about myself. I help deliver wealth planning here at Nexus and provide relationship management to some of our clients. Before joining the Nexus team, I worked for one of the big banks for 15 years. Before that, I had a stint in public accounting, earning my accounting designation.

Thinking of new starts also fits with changes going on at Nexus. We launched our refreshed website, building on our rebranding from last year. The Nexus team continues to evolve too. We recently announced Jorjan Mead’s retirement. While it’s always sad to see someone move on, I can’t help but be happy for Jorjan as she starts a new stage of her life in retirement. As it is often said, every end is just a new beginning. We also welcomed Lily Lucacescu as a new addition to the team.

Earlier this month marked the first anniversary of the beginning of the pandemic; the World Health Organization made the official declaration on March 11th, 2020. Most of us still find ourselves in some state of lockdown one year later, but we do see the world is in a different place. In Canada, we have four approved vaccines (for now). The road to getting people vaccinated has been bumpy, but progress is underway, making discussions on what the post-pandemic world will look like more relevant.

Yet, when any debate turns to what tomorrow will bring, there’s always an element of uncertainty. So, while springtime might represent the start of things, it doesn’t give any clearer picture of what the future might hold. However, one thing that doesn’t change is Nexus’s investment approach and our philosophy of taking a long-term view, even in the face of extreme market pressures. In February we held a webinar hosted by (another!) new team member, Tom Wilson, and featured guest speaker and award-winning author, Morgan Housel, who shared stories on how investors should think about risk. If you didn’t have a chance to join the live event, I recommend setting aside some time to listen to the recorded version available on our website. Our own John Stevenson shares some of his thoughts on Morgan Housel’s work in this issue of Nexus Notes.

Lastly, whether it’s springtime, winter, or anytime in between, it’s a good idea to be thinking about your goals and putting in place a wealth plan to help you prepare for the long-term. And just how long-term your needs are is likely changing as well. I highlight the prospects of living to age 100 in a wealth planning article in this issue.

I am looking forward to serving as Editor and carrying the torch for many more editions of Nexus Notes to come.

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