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Nexus Notes Quarterly

At Nexus, we take great care in producing thoughtful, quality and relevant content. We write about our views on investing and wealth planning, current events, updates on financial planning strategies (including estate and tax planning), and firm news.

Nexus Notes Quarterly

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Q2 | July 2023

Quarter 2 | July 2023

From The Editor: Planning for Long-Term Care

As part of our Living to 100 series, Nexus hosted a client event in June featuring guest speaker Karen Henderson, an expert in long-term care planning

A Nexus Feature on: First Home Savings Accounts (FHSA)

The FHSA is a registered plan to help Canadians save for their first home and could play a role in either your or your adult child’s overall wealth

Where Have All the Boutiques Gone?

Alexandra O. Jemetz CIM

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

Pearls of Wisdom

Reading is one of the principal occupations in our profession. As we digest a wide range of material, interesting ideas and surprising facts – some

Worth 1,000 Words

A little humour makes the world a better place.

Planning for long-term care; a feature on FHSAs; the benefits of a boutique... and more

Blog

Say “No” to Absolute Safety

November 21, 2023

Say “No” to Absolute Safety

Author Name:

Geoffrey J. Gouinlock CFA

Topic:

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

First Home Savings Accounts (FHSA) Are Here!

October 10, 2023

First Home Savings Accounts (FHSA) Are Here!

Author Name:

Brad Weber CPA, CA, CFP, CIM

Topic:

Wealth Planning

Excerpt:

We are pleased to announce that Nexus now offers FHSAs to our clients.