The Nexus Growth Spurt (Pandemic Edition) Continues!

Julie Crothers

In April, Julie Crothers, MBA, CIM, CFP joined our Client Service and Business Development team as a Vice President. Julie’s role will be to assume responsibility for some current client relationships as well as develop her own. Julie has over 20 years of experience in the investment management industry, where she has had senior leadership roles in relationship management and client service. In those roles, she has advised clients on their wealth plans, implemented investment strategies and overseen a range of portfolios. In addition, Julie has extensive experience in working with not-for-profits and foundations. Like many other members of our team, she has also served on charitable boards and their respective investment committees.

Julie holds the Chartered Investment Manager and Certified Financial Planner designations and has a Master of Business Administration from the Rotman School of Management at the University of Toronto.

Outside of the office, Julie enjoys working on her tennis game, having picked up the sport during the pandemic. (Maybe we’ll see a Nexus match in the future against our resident pro Devin Crago!) Julie also spends her time reading, going to the theatre and experiencing different cultures around the world through her travels.

You can read more about Julie here.

Ashleigh Oucharek

In May, Ashleigh Oucharek joined our administrative team as a Portfolio Administrator. Ashleigh focuses on supporting the portfolio managers and their clients. She will be involved in processing client documentation, forms and reporting, as well as facilitating trades with the portfolio management system. Ashleigh joins us from another firm in the investment industry, and we are looking forward to her becoming an integral part of our team.

Ashleigh enjoys staying active through kickboxing, creating art with her daughter, and during the summer months, she spends quality time with her family (and pup!) lakeside on Georgian Bay.

You can read more about Ashleigh here.

The hybrid work environment brought about by the pandemic continues to present challenges for integrating even the most experienced professionals onto the team. So, we will be introducing our new team members both virtually and in-person. This means that we’ll be including them in a variety of client meetings and interactions when we can.

All of us are looking forward to meeting in person and hosting larger client functions again soon. Hopefully at that time you’ll meet Julie and Ashleigh “live”, as well as the team’s other “pandemic hires” (in chronological order: Preethi, Tom, Lily and Ian).