New Year, New Beginnings

Q1 | February 2021

Topic:

Nicole (Weiss) Louthe 

February 25, 2021


Print & Share

Print

New Year, New Beginnings

Q1 | February 2021

It is with mixed emotions that we announce the retirement of Jorjan Mead from her position of Administrative Assistant with Nexus.

Over the last 12 years, Jorjan has played an important role for our clients, many of whom have come to know her friendly face at the Nexus reception – or more recently the “voice” of Nexus in our new virtual world. Her tireless efforts at our events earned her much gratitude from her colleagues, resulting in formal employee recognition.  Internally, she also spearheaded the “healthy snack” initiative that we all enjoy!

Jorjan Mead

Although we were unable to celebrate her many years of service in person, we hope you will all join us in extending our warmest wishes to Jorjan.

While the start of 2021 has seen us bid farewell to Jorjan, it has also brought us the opportunity to introduce Lily Lucacescu, who is taking on a new role as our Junior Office Manager. Lily’s focus will be on office management and administration, as well as supporting our client service team. We have seen tremendous growth over the last few years at Nexus, and we are excited to have Lily take on these important responsibilities at the firm.

Lily joins us after nearly a decade as an Executive Assistant to a variety of CEOs across several industries.  Outside the office, Lily spends her time staying active as an avid cyclist and barre fitness enthusiast.

We look forward to the end of the pandemic for many reasons, not the least of which is to introduce you to Lily in person. In the meantime, hopefully you will have a chance to meet her virtually.  We are excited about Lily becoming a key member of the Nexus team.

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.

Donor Advised Funds: An Overview

Topic:
Foundations & Endowments
Excerpt:
As we approach the end of the calendar year, taxes and charitable giving inevitably surface as ”things to do” in peoples’ minds. Here, we’d like to

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.

The Nexus Growth Spurt (Pandemic Edition) Continues!

Topic:
Inside Nexus
Excerpt:
As Nexus continues to grow, we remain committed to maintaining the highest levels of client service. This requires an ongoing investment in talent and

More Like This...

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

The Long and Winding Road

Topic:
Investments
Excerpt:
Reading the newspaper is an unsettling activity these days. In almost every facet of life there is a concern that can rattle even the most stoic

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.

Dentists Get Their Financial Check-Up: Nexus attends the 2022 Ontario Dental Conference

Topic:
Wealth Planning
Excerpt:
In early May, we had the opportunity to attend the Ontario Dental Association’s (ODA) Annual Spring Meeting (ASM) in Toronto. Now in its 157th year,

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.

Donor Advised Funds: An Overview

Topic:
Foundations & Endowments
Excerpt:
As we approach the end of the calendar year, taxes and charitable giving inevitably surface as ”things to do” in peoples’ minds. Here, we’d like to

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.

The Nexus Growth Spurt (Pandemic Edition) Continues!

Topic:
Inside Nexus
Excerpt:
As Nexus continues to grow, we remain committed to maintaining the highest levels of client service. This requires an ongoing investment in talent and

On a Side Note…

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

The Long and Winding Road

Topic:
Investments
Excerpt:
Reading the newspaper is an unsettling activity these days. In almost every facet of life there is a concern that can rattle even the most stoic

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.

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