Nexus Notes Quarterly

Nexus Notes is our quarterly newsletter, where we discuss investing, personal finance, tax planning, markets, and other topics of interest to investors.

Q3 | October 2025

Wealth transfer, executor tips, simple investing, income vs capital… and more.

For Those in Peril on the Sea: Income vs. Capital

R. Denys Calvin
When it comes to investing, a blinkered focus on income, especially when animated by a requirement to generate an unnaturally high level of income,
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Simplicity: The Unsung Hero

Devin Crago
Alternative investments, or “private assets”, like private equity, hedge funds, real estate, and infrastructure, have gained in popularity among
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The Hand-Off: Smart Ways to Pass on Your Wealth to the Next Generation

Kathleen Peace
Over the years, we’ve helped many clients navigate the wealth planning process. What often feels like the finish line - a completed wealth plan - is
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Start Early: Smart Money Moves for the Next Generation of Investors

Dianne C. White
In July, we hosted an event for the next generation of Nexus investors. The purpose of the event was to start the conversation about money, provide an
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Estate Planning: Considerations for Executors

Ashleigh Oucharek
When a loved one passes away, it can feel overwhelming to navigate the responsibilities that come with settling their estate.
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Q2 | July 2025

Wealth transfer, executor tips, simple investing, income vs capital… and more.

The Asymmetry of Returns: An Ode to Quality Active Management

Alexandra Jemetz
If you’re a long-standing Nexus client, you have heard us say, oh, a few thousand times, how important it is to protect capital in down markets.
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Houston, We May Not Have a Problem

Brad Weber
Last year, I finally had the opportunity to visit the Kennedy Space Center in Florida, a place I dreamed about visiting when I was 10.
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Navigating Uncertainty in Financial Markets

Graham Meagher
Uncertainty is back. Actually, it never left. And that’s OK. Your investment strategy is built to handle it.
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Taking Ownership – A Better Path Towards Your First Down Payment

Jack MacDonald
Presenting a viable path for first-time home buyers to save for a down payment by making the most of their registered investment accounts
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Conquer Your Middle-Aged Money Worries: Why Now’s the Perfect Time to Plan for Retirement

Tricia Allen
One of the benefits of an exciting life development, like changing jobs, is having an excuse to make the time to catch up with old friends and
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Q3 | October 2024

With the rising cost of housing, many parents are turning to creative strategies...

The Rise in Stock Market Concentration: What It Means for Investors

Harsh Narsinghani
Since 2023, most of the U.S. stock market's gain has been driven by a small group of stocks benefiting from the rapid expansion of...
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From the Editor: Just Begin

Brad Weber
One of my favourite movies is The Martian. It's about an astronaut stranded on Mars and how he survives as NASA works to save him.
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How short-term thinking can wreck your long-term investment returns

Devin Crago
Feeling a bit overwhelmed by the prospect of the upcoming U.S. election? Worried about the next pandemic, war, or how AI might run amok?
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CPP 101

Julie Crothers
One of the most frequently asked questions we receive is about the Canada Pension Plan (CPP).
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Beyond the Down Payment: 10 Tips for Helping Your Child Buy a Home

Dianne C. White
With the rising cost of housing, many parents are turning to creative strategies to help their children buy their first home.
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Q2 | July 2024

…. as the newest member of the Nexus investment team, I would like to introduce myself.

Pearls of Wisdom

R. Denys Calvin
Reading is one of the principal occupations in our profession..
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Snakes and Ladders

Graham Meagher
…. as the newest member of the Nexus investment team, I would like to introduce myself.
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A Taxing Situation

Brad Weber
As a wealth planner, asking people about their goals is part of the job. I typically get a broad set of replies, but I find certain themes pop up...
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Same As Ever

John Stevenson
At Nexus, we are big fans of journalist and best-selling author, Morgan Housel.
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Understanding Pride: A Timeless Celebration

In today’s world, the concept of Pride has become a celebration embraced by people of all ages and backgrounds.
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