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 | July 2023

Planning for long-term care; a feature on FHSAs; the benefits of a boutique... and more

Where Have All the Boutiques Gone?

Alexandra O. Jemetz CIM
Many small, once independently managed, firms have fallen into the clutches of larger organizations such as banks, institutional money managers and
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From The Editor: Planning for Long-Term Care

Brad Weber
As part of our Living to 100 series, Nexus hosted a client event in June featuring guest speaker Karen Henderson, an expert in long-term care planning
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Pearls of Wisdom

Julie Crothers
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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A Nexus Feature on: First Home Savings Accounts (FHSA)

Brad Weber
The FHSA is a registered plan to help Canadians save for their first home and could play a role in either your or your adult child’s overall wealth
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Worth 1,000 Words

Nicole Louthe
A little humour makes the world a better place.
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Q1 | March 2023

Understanding the FHSA; retirement questions; pearls of wisdom... and more.

Getting to the “Good Life”

Kathleen Peace, CFA, CFP
“What do I need for a good retirement?”
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From The Editor: How Much?

Brad Weber, CPA, CA, CFP
Canadians love talking about real estate, particularly the affordability of housing in cities like Toronto and Vancouver. In fact, wondering how young
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Pearls of Wisdom

Jim Houston
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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Don’t Worry, Be Happy

John C.A. Stevenson, CFA
A recent article by David Brooks in The Atlantic magazine argues that, despite the heavy shroud of pessimism that envelopes most of our current
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Worth 1,000 Words

Nicole Louthe
A little humour makes the world a better place.
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Q4 | December 2022

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

Happy Days Were Way Back When

James E. Houston FCSI
A Young Person’s Guide to Boring
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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
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Lessons From the Art World and Beyond

Geoffrey J. Gouinlock, CFA
“Exactitude is not truth.”
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In Memory of our Founder

John Stevenson, CFA
William Warren Berghuis (1932-2022)
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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
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Q3 | October 2022

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

The End of an Era – Inflation is Back!

Fergus W. 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
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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
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Charitable Giving Made Easier

Dianne C. 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
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Living to 100

Alexandra O. 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
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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
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