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 2021

Quarterly Issue Image
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

Quarterly Issue Image
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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Q4 | December 2020

Pearls of Wisdom Q1 | March 2018
Investing during COVID; estate planning Q&A; another virtual Nexus welcome... and more.

Estate Planning: Questions from our Virtual Chat

Dianne White, CPA, CA, CFP, TEP
Helping clients with their estate planning is something we do here at Nexus. However, we are often involved in identifying the best tools for the
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From the Editor: “Never Let a Good Crisis Go to Waste”

Dianne White, CPA, CA, CFP, TEP
Reflecting on the year 2020 is not for the faint of heart. It has been one crisis after another.
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Building the Business: Another Virtual Nexus Welcome!

Nicole Weiss
We are delighted to welcome Tom Wilson as the newest member of the Nexus team.
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It’s a Topsy-Turvy Year: Investing During COVID

Fergus Gould, CFA
This year has been plenty weird. For starters, it feels like January was about five years ago… if you can remember it at all. Putting aside the health
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A Table for None, Please; Working From Home on the Rise

Brad Weber, CPA, CA, CFP
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 2020

Uncertainty… Who Needs It? Apparently, We Do. Q3 | August 2020
Getting the most out of CPP; tightening compliance; a virtual Nexus welcome... and more.

When Should I Start my CPP Payments?

Brad Weber, CPA, CA, CFP
The majority of working Canadians will be eligible to collect income from the Canada Pension Plan at some point in their lives.
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From the Editor: Off-Kilter

Dianne White, CPA, CA, CFP, TEP
Fall is usually my favourite season. It feels more like the start of a new year than does the start of a calendar year. I look forward to setting new
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The (U.S.) Taxman Cometh

R. Denys Calvin, CFA
Like the medical patient who expects to endure a fair bit of poking, probing and prodding from the doctor, clients of financial providers have had to
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Uncertainty… Who Needs It? Apparently, We Do.

Alex Jemetz, CIM
It is not exactly a revelation to say that uncertainty contributes to stress. In “normal” times – take 2019, for example – three common sources of
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A Virtual Nexus Welcome

Nicole M. Weiss
We are excited to welcome Preethi Khatri Chetri to Nexus.
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