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.

Q4 | December 2020

Pearls of Wisdom Q1 | March 2018
Investing during COVID; estate planning Q&A; another virtual Nexus welcome... and more.

Estate Planning: Questions from our Virtual Chat

Dianne White, CPA, CA, CFP, TEP
Helping clients with their estate planning is something we do here at Nexus. However, we are often involved in identifying the best tools for the
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From the Editor: “Never Let a Good Crisis Go to Waste”

Dianne White, CPA, CA, CFP, TEP
Reflecting on the year 2020 is not for the faint of heart. It has been one crisis after another.
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Building the Business: Another Virtual Nexus Welcome!

Nicole Weiss
We are delighted to welcome Tom Wilson as the newest member of the Nexus team.
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It’s a Topsy-Turvy Year: Investing During COVID

Fergus Gould, CFA
This year has been plenty weird. For starters, it feels like January was about five years ago… if you can remember it at all. Putting aside the health
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A Table for None, Please; Working From Home on the Rise

Brad Weber, CPA, CA, CFP
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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Q3 | October 2020

Uncertainty… Who Needs It? Apparently, We Do. Q3 | August 2020
Getting the most out of CPP; tightening compliance; a virtual Nexus welcome... and more.

When Should I Start my CPP Payments?

Brad Weber, CPA, CA, CFP
The majority of working Canadians will be eligible to collect income from the Canada Pension Plan at some point in their lives.
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From the Editor: Off-Kilter

Dianne White, CPA, CA, CFP, TEP
Fall is usually my favourite season. It feels more like the start of a new year than does the start of a calendar year. I look forward to setting new
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The (U.S.) Taxman Cometh

R. Denys Calvin, CFA
Like the medical patient who expects to endure a fair bit of poking, probing and prodding from the doctor, clients of financial providers have had to
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Uncertainty… Who Needs It? Apparently, We Do.

Alex Jemetz, CIM
It is not exactly a revelation to say that uncertainty contributes to stress. In “normal” times – take 2019, for example – three common sources of
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A Virtual Nexus Welcome

Nicole M. Weiss
We are excited to welcome Preethi Khatri Chetri to Nexus.
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Q2 | June 2020

Swimming Naked Q2 | May 2020
Learning to pivot in a time of uncertainty; a focus on sustainability... and more.

A Tax Planning Strategy that Still Works – And is Getting Better

Brad Weber, CPA, CA, CFP
When it comes to strategies that help you save tax, good news has been in short supply these past few years. That will change beginning July 1st, 2020
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From the Editor: Pivot

Dianne White, CPA, CA, CFP, TEP
In this time of COVID-19, change is underway. Working from home, wearing masks and hoarding a lifetime’s supply of disinfectant wipes are just a few e
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Swimming Naked

Denys Calvin, CFA
Warren Buffett has a wonderful line. “Only when the tide goes out do you discover who's been swimming naked.”
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COVID-19 Has Highlighted the “S” in ESG

John Stevenson, CFA
“ESG” has become a powerful three-letter “word” in the investment world in recent years. The letters stand for three criteria on which any company can
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Worth 1,000 Words

Nicole Weiss
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.
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Q1 | March 2020

Take the Long View: Coronavirus – The Investor’s Perspective Q1 | March 2020
Creating balanced client communications; investing in emerging markets... and more.

A Tax Plan for All Seasons

Brad Weber CPA, CA, CFP
As we move further into 2020, you’ll notice your annual T-slips have been arriving in the mail, RRSP contribution advertisements have been everywhere
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From the Editor: The End Game

Dianne C. White, CPA, CA, CFP, TEP
Drastic times call for drastic measures, as we currently try to flatten the curve of COVID-19 cases in hopes of alleviating the future strain on
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Nexus 2020… and Beyond!

Nicole M. Weiss
Late last year, we unveiled a preview of our new logo as a “teaser” for what’s to come in 2020. Behind the scenes, we’re preparing a new look for our
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Take the Long View: Coronavirus – The Investor’s Perspective

Fergus W. Gould, CFA
The novel Coronavirus has swept through China and spread to other countries.(1) How this will all play out is unclear. What is the mortality rate?
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China’s Larger Role in the World; Immortality in a Test Tube

Devin M. Crago CFA
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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