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 2022

Quarterly Issue Image
Honouring our Founder; holiday shopping guide; living to 100... and more.

Happy Days Were Way Back When

Jim Houston, CIM, FCSI
A Young Person’s Guide to Boring
Read More
Download this full issue of Nexus Notes Quarterly

From The Editor: Wish List

Brad Weber, CPA, CA, CFP
Whether it’s unfinished holiday shopping or a project you’re still in the middle of, December tends to sneak up on us. And so, I’m probably not alone
Read More

Lessons From the Art World and Beyond

Geoff Gouinlock, CFA
“Exactitude is not truth.”
Read More

In Memory of our Founder

John Stevenson, CFA
William Warren Berghuis (1932-2022)
Read More

Coming soon: Ask aNexa!

Alex Jemetz, CIM
Ok, we might not be as sophisticated as Amazon or Google, and we won’t be eavesdropping on any of your conversations. But we did learn a few things we
Read More

Q3 | October 2022

Quarterly Issue Image
Living to 100; inflation observations; charitable giving; Nexus growth... and more.

The End of an Era – Inflation is Back!

Fergus Gould, CFA
Inflation talk is dominating the news. It is on the mind of the man in the street and investors alike – and not just in North America or the lands of
Read More
Download this full issue of Nexus Notes Quarterly

From The Editor: What’s My Age Again?

Brad Weber, CPA, CA, CFP
How old are you? It’s a simple question, one we readily know the answer to, although some of us might not want to talk about it. And why do we know
Read More

Charitable Giving Made Easier

Dianne White, CPA, CA, CFP, TEP
Giving to charities and supporting our community are important to us at Nexus. We donate a portion of our management fees back to the charities and
Read More

Living to 100

Alex Jemetz, CIM
“You’re going to live to 100!” For some, this may sound like a fantastic, welcome prognosis. They imagine gazing at sunsets every evening at the
Read More

Here we Grow Again!

Nicole Louthe
Recently, the Nexus team welcomed our seventh new face to join us since the start of the pandemic in 2020. As growth is an integral part of our
Read More

Q2 | June 2022

Quarterly Issue Image
Keeping calm during volatility; challenges with ESG; introducing new staff... and more.

The Nexus Growth Spurt (Pandemic Edition) Continues!

Nicole Weiss
As Nexus continues to grow, we remain committed to maintaining the highest levels of client service. This requires an ongoing investment in talent and
Read More
Download this full issue of Nexus Notes Quarterly

From the Editor: The Bright Side

Brad Weber, CPA, CA, CFP
I recently read that the most popular song played at funerals in the UK was Monty Python's "Always Look on the Bright Side of Life." It’s a song
Read More

The Imperfect Art of ESG

Devin Crago, CFA
In addition to the devastation, the senseless war in Ukraine has revealed some awkward facts about the composition of some Environmental, Social and
Read More

The Long and Winding Road

John Stevenson
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
Read More

Is Our Information About You Still Current?

Denys Calvin, CFA
No doubt you know that scene in the movie where the protagonist jumps into a taxi and shouts “Follow that car!” While it makes for exciting cinema,
Read More

Q1 | March 2022

Quarterly Issue Image
A balanced approach to investing; saving in a professional corporation... and more.

Saving in my Professional Corporation – It’s a Great Idea!

Brad Weber, CPA, CA, CFP
The ability for professionals in Canada to incorporate their practice has existed for some time. Doctors, dentists, lawyers, accountants, and other
Read More
Download this full issue of Nexus Notes Quarterly

From the Editor: Stick to the Plan

Brad Weber, CPA, CA, CFP
We are only a few months into the year, and it feels like a lot has already happened. The pandemic has passed its second anniversary, although it’s
Read More

The Case for Openness – An Open and Shut Case?

Fergus Gould, CFA
From time immemorial, mankind has been open. Open to new ideas, open to trade, and open to migration – the three critical ingredients for progress.
Read More

A Balanced Approach – A Good Choice for Troubling Times and All Time

Jim Houston, CIM, FCSI
Mercifully, there have only been a handful of occasions in my adult life when I have repetitively awoken to the task of discovering what sorts of
Read More

Nexus News Flash!

Nicole Weiss
Putting Investors First with Client Focused Reforms; We want to hear from you!
Read More