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
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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

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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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Au Revoir

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Inside Nexus
Excerpt:
As you may be aware, my time at Nexus is coming to a close. Over the last number of months, I have been working closely with others at the firm to

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Say “No” to Absolute Safety

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Investments
Excerpt:
My colleague Harsh Narsinghani and I were recently discussing how many of our clients were unnerved by geopolitical and economic worries and how it

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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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Capital Gains, Charitable Acts, and the New Alternative Minimum Tax

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Tax Planning
Excerpt:
If you regularly make charitable donations or perhaps sit on the board of a charitable organization, you might be wondering what all the hubbub

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The Case for An Annual Family Roundtable

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Wealth Planning
Excerpt:
Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me

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Charitable Giving Made Easier

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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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Worth 1,000 Words

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Human Interest
Excerpt:
A little humour makes the world a better place.

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Where Have All the Boutiques Gone?

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Inside Nexus
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Many small, once independently managed, firms have fallen into the clutches of larger organizations such as banks, institutional money managers and

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From Vineyards to Portfolios: Cultivating Long-Term Wealth

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Investments
Excerpt:
My wife and I have been stymied so far this summer in getting to the Niagara region for our annual weekend of cycling through the vineyards and

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Pearls of Wisdom

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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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Capital Gains, Charitable Acts, and the New Alternative Minimum Tax

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From The Editor: No Time Like the Present

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Wealth Planning
Excerpt:
I recently heard one of my favourite quotes about planning. It can come in various versions, but to paraphrase, ‘The best time to start planning was