Worth 1,000 Words
Q1 | March 2021

Topic:
March 30, 2021
Image used with permission: Ali Solomon, The Cartoon Bank/The New Yorker Collection
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Q1 | March 2021
A little humour makes the world a better place.
A regular feature in Nexus Notes is the inclusion of a topical and insightful editorial cartoon. While some may address more serious or controversial issues, we particularly delight in amusing reflections on our current society. We hope you enjoy.
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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
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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
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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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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
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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
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“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
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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
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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,
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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
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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
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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