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 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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Q1 | March 2021

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Insights from unlikely events; the good & bad of longevity; our new Editor... and more.

Living to 100… Is 100 the New 80?

Brad Weber, CPA, CA, CFP
It’s a common saying that there are two certainties in life, death and taxes. While we have a pretty good idea when we get taxed, which feels like all
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From the Editor: Springtime

Brad Weber, CPA, CA, CFP
It’s official: it’s spring! Ever since people have been telling each other stories, they've used the different seasons as metaphors, and spring evokes
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New Year, New Beginnings

Nicole Weiss
It is with mixed emotions that we announce the retirement of Jorjan Mead from her position of Administrative Assistant with Nexus.
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The Tail that Wags the Dog

John C.A. Stevenson, CFA
We thank our friends at Northwood Family Office for having brought to our attention a fantastic book called, The Psychology of Money, written by...
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Worth 1,000 Words

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