Nexus News Flash!

Q1 | March 2022

stack of old newspapers, pile of old newspapers

Topic: Inside Nexus

Nicole (Weiss) Louthe 

March 31, 2022

Image used with permission: iStock/hanohiki


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Nexus News Flash!

Q1 | March 2022

Putting Investors First with Client Focused Reforms

New regulations, known as the “Client Focused Reforms”, now apply to all firms that are registered to give investment advice and trade in securities. Among other things, these reforms address conflicts of interest and disclosure. While Nexus has always provided our clients with the proper disclosures, we do welcome the regulators’ efforts to create standards that apply consistently to all participants in our industry for the benefit of all Canadian investors.

Perhaps the most noticeable effect of these reforms for clients will be the additional information we are now required to gather (and confirm annually) about our clients’ personal and financial circumstances. Those who have used our wealth planning services will be familiar with these types of questions. Your Nexus relationship manager may spend some more time with you during your next meeting on some of these questions, and we thank you in advance for your understanding.

 

We want to hear from you!

At Nexus, we care about the experience of our clients and strive to not only meet your needs, but exceed them! Your feedback will help us improve our services, processes, and client communications.

An independent management consulting firm will be contacting you to conduct an anonymous and confidential questionnaire in April. For each completed client response, we will donate $25 to a charity supporting humanitarian aid in Ukraine. We greatly appreciate your taking the time (10 minutes) to help us better serve you.

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CRM2: The Nexus Approach to our CRM2 Reports

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CRM2
Excerpt:
With changing securities regulations coming into effect, investment firms are now required to provide individual investors with specific additional in

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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

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The Case for Openness – An Open and Shut Case?

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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.

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Here we Grow Again!

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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

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Lessons From the Art World and Beyond

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Investments
Excerpt:
“Exactitude is not truth.”

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“Work, Work, Work, Work, Work, Work”

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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

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

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

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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

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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.

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

Here we Grow Again!

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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

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The End of an Era – Inflation is Back!

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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

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A Table for None, Please; Working From Home on the Rise

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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

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

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Excerpt:
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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