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.

Q2 | June 2026

Market psychology, investing habits, behavioural finance… and more.

Why Scary Headlines and Strong Returns Can Coexist – and What Your Brain Gets Wrong About Both

Alexandra Jemetz
The positive feedback from clients after seeing their first quarter returns was remarkable. Reactions like that could only come from a pleasant
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From the Editor: A Few Travel Tricks

Brad Weber
Summer is upon us once again, and summer means vacations. My wife and I are avid travelers and have been to many places over the years. And over that
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The Financial Planning Lesson Hidden Inside Belle Burden’s New York Times Bestselling Novel, Strangers

Tricia Allen
After seeing countless Instagram posts, hearing friends talk about it at many gatherings, and receiving more than a few recommendations, I finally
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The Spandex Rule of Investing: Why “Alternative” Investments Aren’t for Everyone

Denys Calvin
“Just because you can get into it, doesn’t mean you should.” This is the so-called Spandex Rule. It evokes a very particular mental image – much like
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Growing Our Expertise: Welcoming Matt Macdonald to the Team

Nicole Louthe
At Nexus, our ability to deliver an exceptional client experience for our private clients and non-profit partners is rooted in the caliber of our
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Q1 | March 2026

Humility in investing, TFSA strategies, young investor guides… and more.

TFSA vs. Taxable Account: Should You Trigger Capital Gains to Fund Your TFSA?

R. Denys Calvin
Not long after I bought my first home nearly 40 years ago, I visited a little neighbourhood grocery store that was fabulously well stocked and
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From the Editor: Putting Your Wealth to Work with Purpose

Brad Weber
Helping people plan for the future is one of the key things we do here at Nexus. When it comes to wealth planning, the first order of business is usua
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The Art of Being Wrong: Investing with Humility

John Stevenson
After 40 years in the investment business, I find myself being wrong just as often as I was in my early days. What’s different now is the realization
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If I had $1,000: A Guide for Young Investors

Eileen Firth
As my third anniversary at Nexus approaches, I am making my debut to the Nexus blogosphere. I’ve been fortunate enough to meet many of our clients ov
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Your Guide to Nexus Tax Documents

Brad Weber
As you are getting ready to file your annual taxes or hand off information to your tax preparer, we are providing you with a list of the potential tax
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Q4 | December 2025

Navigating AI, answering client questions, holiday reads… and more.

2025 in Review: Addressing Client Questions on the Economy, the Stock Market, and AI

Graham Meagher
To say that 2025 was eventful would be an understatement. While the year's place in history is yet to be determined, our collective Canadian anxiety
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From the Editor: Nexus Shopping Guide

Brad Weber, CPA, CA, CFP, CIM
Another year has almost gone by, and here it is December again. I find myself thinking about where we were last January and everything that has
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Holiday Reading List for 2025: Top Books on Investing, Geopolitics, & Great Escapes Recommended by Nexus

Tricia Allen
In a year filled with headlines, uncertainty, and plenty of noise in the markets, our team at Nexus is looking forward to slowing our pace over the
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Navigating the AI Exuberance Without Losing Our Bearings

Harsh Narsinghani
Artificial Intelligence (AI) promises to be one of the most significant technological advancements of our time, with potential to reshape industries
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Worth a Thousand Words

Nicole Louthe
A little humour makes the world a better place.
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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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