Nexus adds Depth to the Investment Team Roster
Q1 | March 2018

Topic: Inside Nexus
March 15, 2018
Download This Issue
Download this full issue of Nexus Notes QuarterlyNexus adds Depth to the Investment Team Roster
Q1 | March 2018
We are delighted to welcome Alana Awad as the newest member of our investment team at Nexus. Alana joins us from RBC Capital Markets where she was an institutional fixed-income salesperson and carried the awesome responsibility for sales coverage of Nexus. She is a CPA, CA (PwC), a graduate of the Queen’s University Bachelor of Commerce program and holds the CFA designation.
Initially, Alana will work closely with Geoff Gouinlock in the fixed income area. Over time, she’ll gradually expand her contribution to include equity analysis and security selection as an integral part of our team-based portfolio management process.
In her spare time, Alana prefers to be active – enjoying rowing, hiking and travelling. In fact, in the time between leaving RBC and joining Nexus, Alana spent four weeks in Costa Rica attempting to master the art of surfing. Alas, there is no YouTube footage of her “hanging 10” for the rest of us to see! NW
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.
Don’t Worry, Be Happy
Topic:
Human Interest
Excerpt:
A recent article by David Brooks in The Atlantic magazine argues that, despite the heavy shroud of pessimism that envelopes most of our current
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.
The Demise of FTX and Sam Bankman-Fried
Topic:
Investments
Excerpt:
At the beginning of November 2022, Sam Bankman-Fried was crypto-currency’s “White Knight”. The flip-flop and t-shirt-wearing 30-year-old was the found
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.
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