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 2020

Take the Long View: Coronavirus – The Investor’s Perspective Q1 | March 2020
Creating balanced client communications; investing in emerging markets... and more.

A Tax Plan for All Seasons

Brad Weber CPA, CA, CFP
As we move further into 2020, you’ll notice your annual T-slips have been arriving in the mail, RRSP contribution advertisements have been everywhere
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From the Editor: The End Game

Dianne C. White, CPA, CA, CFP, TEP
Drastic times call for drastic measures, as we currently try to flatten the curve of COVID-19 cases in hopes of alleviating the future strain on
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Nexus 2020… and Beyond!

Nicole M. Weiss
Late last year, we unveiled a preview of our new logo as a “teaser” for what’s to come in 2020. Behind the scenes, we’re preparing a new look for our
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Take the Long View: Coronavirus – The Investor’s Perspective

Fergus W. Gould, CFA
The novel Coronavirus has swept through China and spread to other countries.(1) How this will all play out is unclear. What is the mortality rate?
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China’s Larger Role in the World; Immortality in a Test Tube

Devin M. Crago CFA
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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Q4 | December 2019

It’s About Time Q4 | December 2019
A quarterly publication sharing the firm’s news, our views on investing and planning.

It’s About Time

John C.A. Stevenson CFA
Over the last 25 years, we have written frequently about time. In fact, in 2010, our annual client presentation carried the same title as this article
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From the Editor: Planning for the Future

Dianne C. White CPA, CA, CFP, TEP
Another year has flown by and we are another year older. Lately, John, Geoff, Fergus, Denys and I are being asked, more often than not, about our
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New Year. New Look.

Nicole M. Weiss
When Nexus was formed in 1996 by merging Berghuis Investment Counsel and Vantage, we implemented our current logo and classic brand. While it has
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What Our Clients Are Asking

James E. Houston FCSI
Throughout the year we have hosted a variety of client events from our Quarterly Investment Reviews, our Women & Wealth series, regular client
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Black Friday Shopping Shifts Online; Plant-Based Burgers: Popularity and Controversy

Devin M. Crago CFA
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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Q3 | October 2019

Quarterly Issue Image
A quarterly publication sharing the firm’s news, our views on investing and planning.

What to Expect from Expected Returns

Brad Weber, CPA, CA, CFP
The foundation of financial planning often starts with financial models that are used to make projections into the future. Those projections rely on
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From the Editor: Happy New *Planning* Year

Dianne White, CPA, CA, CFP, TEP
As the weather cools and the leaves begin to change colour, it seems to me that fall is the more natural start of a new year compared to the start of
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A New Face At Nexus

Nicole Weiss
We are happy to announce Brad Weber as the newest member of the Nexus team. As Vice President Client Services & Financial Planning, Brad will work
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Living in a World of Lilliputian Interest Rates

Geoff Gouinlock, CFA
One of the most important developments in global capital markets over the last many years has been the prevalence of abnormally low interest rates.
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51% of the World Population Uses the Internet; The Hand That Feeds You; Google’s YouTube

Devin Crago, CFA
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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Q2 | July 2019

Quarterly Issue Image
A quarterly publication sharing the firm’s news, our views on investing and planning.

Time In The Market, Not Timing The Market

Alex Jemetz, CIM
If you’re a client of Nexus – or have ever sat through a presentation of ours – you will have inevitably heard our mantra: The keys to long-term
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From the Editor: Longevity, Estate Plans and Low Growth – Oh My!

Dianne White, CPA, CA, CFP, TEP
In June, I was busy attending two different conferences, one for financial planners and one for trust and estate practitioners. Many subjects were
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Ch-Ch-Ch-Changes!

Nicole Weiss
At Nexus, we pride ourselves on our internal work culture – one where we enjoy coming to work every day and are surrounded by like-minded individuals
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Guidelines for Financial Planning Assumptions

Mo Hassan, CFA, CFP
Financial planning involves creating a variety of projections to model the future as accurately as possible. These projections include, but are not
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Some Things Just Can’t be Timed; Empty Homes; Low-Carbon Economies

Devin Crago, CFA
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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