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 2022

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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
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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
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The Imperfect Art of ESG

Devin M. 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
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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
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Is Our Information About You Still Current?

R. 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,
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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 R. 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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