At Nexus, transparency and integrity are the foundations of our client relationships. This page outlines the terms, regulatory disclosures, and practices that govern your use of our website and our commitment to protecting our clients’ interests.
Terms of Use of the Site
- By using this site, you agree to the terms and conditions outlined on this page. These terms, along with our Privacy Policy and any specific agreements you have signed with us, govern your use of the site.
- The information on this website is for general informational purposes only. It is not intended to provide specific financial, investment, tax, legal, or accounting advice. While we strive to keep the information on this site accurate and up to date, the financial industry moves quickly. We cannot guarantee that all content is always current or error-free. All content is subject to change without notice.
- Content on this site reflects the professional opinions of Nexus as of the date of writing. While we rely on sources we believe to be trustworthy, we cannot guarantee their absolute accuracy or completeness. Our outlook is naturally subject to change as market conditions evolve. Additionally, any projections or forward-looking comments are based on historical data and trends; actual future results may vary significantly.
- Your unique financial situation is important. You should not act or rely on any information found on this site without first consulting with a qualified professional. Nothing on this website constitutes an offer to sell or a solicitation to buy any securities. Past performance is not indicative of future results.
- Nexus is not responsible for any direct or indirect loss or damage that may result from using this website. This includes, but is not limited to, losses caused by technical errors, viruses, or your reliance on the information found in this document or in our other digital materials.
Security
- Your privacy is important to us. How we collect and use your data is explained in our Privacy Policy. Please remember that while we take significant steps to protect our website, no internet transmission is ever 100% secure. We encourage you to use caution when sending sensitive information online.
- Certain elements of the site can be accessed with a username and password, or a client access code. You are responsible for the confidentiality of your login credentials. By using this site, you agree to safeguard your username and password and prevent unauthorized use. Nexus is not liable for any activity or damages resulting from your account being used by others.
- If you suspect your security has been breached, please alert us immediately through your Wealth Manager, or at invest@nexusinvestments.com. To protect you, Nexus will never ask you for any passwords.
Third-Party Websites
- Other external or third-party websites that may provide access to this site are independent of this site. Any direction by a third party to this site shall not in any manner be construed as an endorsement by Nexus of such party’s website, products or services.
- This site contains links to third-party websites and is provided to you solely as a convenience and is not to be considered an endorsement by Nexus. Nexus is not responsible for the content or accuracy of materials on such third-party websites nor is Nexus obligated to update or correct any information provided on those sites.
- If you decide to access the linked third-party websites, you should do so at your own risk. Such websites may be governed by terms and conditions different from those applicable to this site.
Use of Name, Logo, Trademarks & Copyright
- All content featured on this website is the exclusive property of, or licensed by, Nexus Investment Management ULC and is protected under Canadian and international intellectual property laws. Accessing this site does not grant you any ownership or proprietary rights to its materials.
- This website is intended solely for your personal, lawful, and non-commercial information. The use, reproduction, or distribution of the materials on this site, including the Nexus name, logo, or our registered trademarks – including Invest Thoughtfully® – is strictly prohibited without our express written permission.
- Nexus respects the intellectual property of others. If you believe that your work has been copied in a way that constitutes copyright infringement on our site, please contact us at invest@nexusinvestments.com.
Registration Status
Nexus is registered as a Portfolio Manager in the following jurisdictions with the following regulators:
- Alberta (Alberta Securities Commission)
- British Columbia (British Columbia Securities Commission)
- Manitoba (Manitoba Securities Commission)
- New Brunswick (Financial and Consumer Services Commission of New Brunswick)
- Newfoundland and Labrador (Office of the Superintendent of Securities Newfoundland and Labrador)
- Ontario (Ontario Securities Commission)
- Quebec (Autorité des Marchés Financiers)
- Saskatchewan (Financial and Consumer Affairs Authority of Saskatchewan)
Nexus is registered as an Investment Fund Manager in the following jurisdictions with the following regulators:
- Ontario (Ontario Securities Commission)
- Quebec (Autorité des Marchés Financiers)
Relationship Disclosure Information & Conflict of Interest
Transparency and acting in our clients’ best interests are core values at Nexus. Our Relationship Disclosure Information and Conflict of Interest document provides important information about our client relationships, account practices, and the measures we take to identify, manage, and mitigate potential conflicts of interest.
Read the Nexus Relationship Disclosure Information & Conflict of Interest Statement (PDF)
Complaints
If you have a complaint about our services please contact your Wealth Manager. We will acknowledge your complaint in writing, as soon as possible, typically within 5 business days of receiving your complaint. We may ask you to provide clarification or more information to help us resolve your complaint.
We will endeavour to provide our decision in writing, within 60 days of receiving a complaint. It will include a summary of the complaint, the results of our investigation and our decision to make an offer to resolve the complaint or deny it, and an explanation of our decision.
If our decision is delayed and we cannot provide you with our decision within 60 days, we will inform you of the delay, explain why our decision is delayed, and give you a new date for our decision.
Taking your complaint to OBSI
If you are not satisfied with our decision, you may be eligible for the free and independent dispute resolution service offered by the Ombudsman for Banking Services and Investments (OBSI). OBSI’s service is available to clients of our firm. This does not restrict your ability to take a complaint to a dispute resolution service of your choosing at your own expense, or to bring an action in court. You always have the right to go to a lawyer or seek other ways of resolving your dispute at any time. Keep in mind there are time limits for taking legal action and delays could limit your options and legal rights later on.
If you are a Québec resident you may consider the free mediation service offered by the Autorité des marchés financiers.
Who can use OBSI
You have the right to use OBSI’s service if:
- your complaint relates to a trading or advising activity of our firm or one of our representatives,
- you brought your complaint to us within 6 years from the time that you first knew, or ought to have known, about the event that caused the complaint, and
- you file your complaint with OBSI according to its time limits below.
OBSI Time Limits
If we do not provide you with our decision within the timeframe indicated above, you can take your complaint to OBSI any time after a 90-day period has ended (60 days in Quebec) from when the complaint was received. If you are not satisfied with our decision, you have up to 180 days after we provide you with our decision to take your complaint to OBSI.