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 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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Q1 | April 2019

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

Emerging Markets: Aguas Tormentosas or Rio Tranquilo?

Fergus W. Gould CFA
Aguas Tormentosas - 2018 was a turbulent year for emerging markets (EM) investors. From its late January 2018 high to its October low, the emerging
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From the Editor: Live Long and Prosper?

Dianne White, CPA, CA, CFP, TEP
The 2019 Federal Budget content was not particularly newsworthy from a tax perspective. There were no tax rate reductions or any commitment to a
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Spotlight on: The Nexus Report

Nicole Weiss
At Nexus, we are committed to regular and honest communication, something we feel is essential in our role as a trusted advisor. With no lack of news
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When Less is More

Denys Calvin, CFA
The Canadian Bankers Association’s latest bi-annual survey highlights how consumers’ desire for choice and convenience is driving the adoption of new
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Ups and Downs; Electric Vehicle Batteries; Houston, We Have Lyft-off!

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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Q4 | December 2018

Pearls of Wisdom Q1 | March 2018
Celebrating Nexus at 30; answering client questions... and more.

Celebrating Nexus at 30: An Interview with Bill Berghuis

Alex Jemetz, CIM
2018 rang in the 30th anniversary of Nexus Investment Management. Our founder, William W. Berghuis, has spent his entire career in the investment
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From the Editor: 2018 Changing Tides

Dianne White, CPA, CA, CFP, TEP
Headlines in 2018 have been dominated by trade tensions and rising interest rates. Volatility has returned to the equity market, which is not
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Post-college Underemployment; Perspective on the Past and Future

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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What Our Clients Are Asking

Jim Houston, FCSI
Throughout the year we have hosted a variety of client events including our Quarterly Investment Reviews, our Women & Wealth series, regular client
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Worth 1,000 Words

Nicole M. Weiss
A little humour makes the world a better place. A regular feature in Nexus Notes is the inclusion of a topical and insightful editorial cartoon.
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Q3 | November 2018

Bigger is not Always Better Q3 | November 2018
A quarterly publication sharing the firm’s news, our views on investing and planning.

Movin’ On Up: What Rising Rates Could Mean for Your Fixed Income Returns

Alana R. Buckley CPA, CA, CFA
Since 2016, interest rates have been rising gradually. The increase in the pace and consistency of the move has resulted in frequent conversations
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From the Editor: Don’t Jump Without a Parachute

Dianne White, CPA, CA, CFP, TEP
The month of October seems to have a bad reputation for being scary and this has nothing to do with Halloween. The crash of 1929 was an October event
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Nexus Celebrates 30 at our Annual Client Presentation

Nicole M. Weiss
Our Annual Client Presentation is approaching! Last year was the biggest client turn-out in the 13 years we have held this event, and this year we
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Bigger is not Always Better

Alex Jemetz, CIM
“The asset management sector in Canada is in a consolidation phase with privately held firms being snapped up amid heightened competition.” (1)
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Jobs For All!

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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