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.

Q1 | March 2022

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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
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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
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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.
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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
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Nexus News Flash!

Nicole Weiss
Putting Investors First with Client Focused Reforms; We want to hear from you!
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Q4 | December 2021

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A history of Nexus, exploring Donor Advised Funds, insights from Matt Ridley... and more.

Donor Advised Funds: An Overview

Alana Buckley, CPA, CA, CFA
As we approach the end of the calendar year, taxes and charitable giving inevitably surface as ”things to do” in peoples’ minds. Here, we’d like to
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From the Editor: Winter Wonderland versus Winter Blues

Brad Weber, CPA, CA, CFP
Another December has arrived, and with it comes the start of another winter. I have a love-hate relationship with the season that I think many
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The Rational Optimist

John C.A. Stevenson, CFA
This note takes its title from the 2010 book by Matt Ridley.
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Walking Through Time: The History of Nexus

Denys Calvin, CFA
Bob Topp’s death last month triggered my memory “replay” button, likely as it did for many of us, whether as a long-time Nexus client, employee, or
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Worth a Thousand Words

Nicole Weiss
A little humour makes the world a better place.
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Q3 | September 2021

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Transitioning from COVID; shifting to digital currency; a new Nexus employee... and more.

The Future of Money: a Digital Currency Primer

Alana Buckley, CPA, CA, CFA
As a bottom-up investment management firm, we spend a lot of time looking at specific companies. But keeping an eye on evolving industry trends can be
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From the Editor: The Changing Leaves

Brad Weber, CPA, CA, CFP
Another new season is upon us, and whether you call it fall or autumn, this is the season that most represents change. An obvious reason for this is
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COVID: An Uneven – and Unequal – Recovery

Fergus Gould, CFA
Canadians have had enough of the lockdown. Here we are 18 months after you first heard of the then mysterious Wuhan flu. Today, but for any curve ball
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The Times They Are a-Changin’

Alexandra Jemetz
My inaugural blog Time Poverty: Why Are We All So Busy? was excitedly penned and posted December 25th 2015. It was a human interest article, the first
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The Nexus IT Crowd

Nicole Weiss
We are happy to announce Ian Ligertwood as the newest member of our team. As Vice President, Operations & Technology, Ian will be responsible for
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Q2 | June 2021

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ESG investing; tax withdrawal strategies; a Nexus client testimonial... and more.

The Great Transition – A Tax Efficient Withdrawal Strategy

Dianne White, CPA, CA, CFP, TEP
The change from “saver” to “spender” is what I call the great retirement transition. Figuring out how to draw on your retirement savings to meet your
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From The Editor: Summer Vacation

Brad Weber, CPA, CA, CFP
Summertime and vacations go hand in hand. The season is linked with feelings of relaxation and recreation. As kids, we saw the arrival of summer as
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The Money Tree: A Twenty-Year Nexus Testimonial

Jim Houston, CIM, FCSI
In 2001, a then twenty-year veteran of the Bay St. investment industry who had received a pretty healthy post-“tech boom”, pre-“tech wreck” bonus,
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Nexus and the ESG Integration Approach

Devin Crago, CFA
At Nexus, we think Environmental, Social and Corporate Governance (ESG) considerations are a helpful input to our investment decision-making process.
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Women & Wealth: Navigating Life’s Changes

Nicole Weiss
At Nexus, we believe in the power of financial literacy. Our Women & Wealth event series is designed to educate, engage and empower attendees to
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