From the Editor: Springtime

Q1 | March 2021

Laptop, notebook, Tablet and coffee on work desk

Topic: Inside Nexus

Brad Weber  CPA, CA, CFP

March 30, 2021

Image used with permission: iStock/PRImageFactory


Print & Share

Print

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.

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.

The Case for Openness – An Open and Shut Case?

Topic:
Human Interest
Excerpt:
From time immemorial, mankind has been open. Open to new ideas, open to trade, and open to migration – the three critical ingredients for progress.

More Like This...

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

Here we Grow Again!

Topic:
Inside Nexus
Excerpt:
Recently, the Nexus team welcomed our seventh new face to join us since the start of the pandemic in 2020. As growth is an integral part of our

More Like This...

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

Lessons From the Art World and Beyond

Topic:
Investments
Excerpt:
“Exactitude is not truth.”

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.

Saving in my Professional Corporation – It’s a Great Idea!

Topic:
Tax Planning
Excerpt:
The ability for professionals in Canada to incorporate their practice has existed for some time. Doctors, dentists, lawyers, accountants, and other

More Like This...

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

Living to 100

Topic:
Wealth Planning, Living to 100
Excerpt:
“You’re going to live to 100!” For some, this may sound like a fantastic, welcome prognosis. They imagine gazing at sunsets every evening at the

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.

The Case for Openness – An Open and Shut Case?

Topic:
Human Interest
Excerpt:
From time immemorial, mankind has been open. Open to new ideas, open to trade, and open to migration – the three critical ingredients for progress.

On a Side Note…

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

Here we Grow Again!

Topic:
Inside Nexus
Excerpt:
Recently, the Nexus team welcomed our seventh new face to join us since the start of the pandemic in 2020. As growth is an integral part of our

On a Side Note…

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

The End of an Era – Inflation is Back!

Topic:
Investments
Excerpt:
Inflation talk is dominating the news. It is on the mind of the man in the street and investors alike – and not just in North America or the lands of

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.

Saving in my Professional Corporation – It’s a Great Idea!

Topic:
Tax Planning
Excerpt:
The ability for professionals in Canada to incorporate their practice has existed for some time. Doctors, dentists, lawyers, accountants, and other

On a Side Note…

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

From The Editor: What’s My Age Again?

Topic:
Wealth Planning, Living to 100
Excerpt:
How old are you? It’s a simple question, one we readily know the answer to, although some of us might not want to talk about it. And why do we know