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 2018

Pearls of Wisdom Q1 | March 2018

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

The Agony and the Ecstasy: The Return of Volatility

Fergus Gould, CFA

After two years of low volatility and a rising equity market, the tranquil times have been abruptly interrupted. This is no historical novel – it is a

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From the Editor: The Yin and Yang of Being Canadian

Dianne White, CPA, CA, CFP, TEP

Canada was a medal-winning machine at the Pyeongchang Olympics with an overall third place finish and a record setting 29 medals. As one of the sports

Nexus adds Depth to the Investment Team Roster

Nicole M. Weiss

We are delighted to welcome Alana Awad as the newest member of our investment team at Nexus. Alana joins us from RBC Capital Markets where she was

Leaving a Legacy, Part 2

Alex Jemetz, CIM

In May of last year we held a session in our Women & Wealth series about the importance of estate planning and effectively transitioning wealth to the

Pearls of Wisdom

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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