Here we Grow Again!

We are pleased to welcome Kathleen Peace, CFA CFP to our team as Vice President, Client Service & Business Development.

Kathleen’s role will be to assume responsibility for some current client relationships as well as play an integral part in introducing the firm’s capabilities to new relationships. In addition to providing excellent client service, Kathleen will also advise clients on their wealth plans.

Before joining Nexus, Kathleen ran a successful financial planning and wealth management practice for 15 years. Her career prior to that spanned from Bay Street to Wall Street, from fixed income and foreign exchange sales to debt research and financial control & management. Throughout her career, Kathleen has involved herself with causes focused on mental health and the empowerment of women and girls. She is currently a volunteer member of the Resilience Initiative at Crossroads International and a member of the Finance & Audit Committee at the Massey Centre for Women. Kathleen is a member of the Canadian Association for Women Executives and Entrepreneurs (CAWEE) and Women in Capital Markets (WCM). She holds the Chartered Financial Analyst and Certified Financial Planner designations and is a graduate of Dalhousie University.

To introduce clients as best we can in our hybrid environment, Kathleen will be joining a variety of client meetings and interactions over the course of the next few months, both virtually and in-person.

You can read more about Kathleen here.