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 2018

The Fixed Income Conundrum Q2 | June 2018
A quarterly publication sharing the firm’s news, our views on investing and planning.

The Fixed Income Conundrum

John C.A. Stevenson CFA
Bond holdings have been a key component of Canadian investors’ portfolios for generations. Historically, bonds provided a steady and useful stream of
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From the Editor: Shift Happens

Dianne White, CPA, CA, CFP, TEP
Mo and I just returned from a financial planning conference in Halifax. The three-day conference covered many of the topics you would expect: tax
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North Korea: risks or rewards?

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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Leaving a Legacy, Part 3: When Special Needs is a Part of Your Life

Alex Jemetz, CIM
We’ve spoken and written a lot about estate planning and leaving a legacy lately (read Part 1 and Part 2). At Nexus, we believe that everyone, no
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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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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
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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
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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
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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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