Our Team
A Team-Based Approach to Every Client Relationship.
Our clients enjoy the attention of a team of professionals who will be actively involved to ensure your long-term goals remain clear and in focus.
Dianne C. White
Credentials:
CPA, CA, CFP, TEP
Phone Number:
416-360-7296
Focus:
Leadership, Client Service & Wealth Management, Wealth Planning
Excerpt:
As President, Chief Executive Officer, Dianne is focused on fostering a culture of unwavering integrity and always putting the client first
John C.A. Stevenson
Credentials:
CFA
Phone Number:
416-360-0538
Focus:
Leadership, Client Service & Wealth Management, Investments
Excerpt:
As Chairman & Chief Investment Officer, John Stevenson focuses on the management of the firm, client portfolios and overseeing the investment team
Devin Crago
Credentials:
CFA
Phone Number:
647-925-8943
Focus:
Leadership, Investments
Excerpt:
As Vice President, Portfolio Manager, Devin Crago has been part of the investment team responsible for the construction of portfolios since 2013
Alexandra Jemetz
Credentials:
CIM
Phone Number:
647-925-8998
Focus:
Leadership, Client Service & Wealth Management
Excerpt:
As Vice President, Head of Client Service & Wealth Management, Alex Jemetz is responsible for managing the firm's private client and non-profit
Terence Tse
Credentials:
CPA, CA
Phone Number:
647-259-9314
Focus:
Leadership, Operations
Excerpt:
As Vice President & Chief Financial Officer, Terence Tse is responsible for the operations and financial management of the firm
Alana R. Buckley
Credentials:
CPA, CA, CFA
Phone Number:
647-925-2282
Focus:
Leadership, Investments
Excerpt:
As Vice President, Portfolio Manager, Alana Buckley has been part of the investment team responsible for the construction of portfolios since 2018
Ian Ligertwood
Phone Number:
647-925-2281
Focus:
Operations
Excerpt:
As Vice President, Chief Operating Officer, Ian Ligertwood is responsible for managing all business process and technologies in support of the firm
Brad Weber
Credentials:
CPA, CA, CFP, CIM
Phone Number:
647-259-9458
Focus:
Client Service & Wealth Management, Wealth Planning
Excerpt:
As Vice President, Head of Wealth Planning, Brad Weber creates personal wealth plans and advises on issues related to financial, tax & estate planning
R. Denys Calvin
Credentials:
CFA
Phone Number:
416-360-7830
Focus:
Client Service & Wealth Management
Excerpt:
As a Vice President & Wealth Manager, Denys focuses on providing our clients with excellent service.
Nicole (Weiss) Louthe
Phone Number:
647-925-0966
Focus:
Operations
Excerpt:
As Vice President, Marketing, Nicole Louthe has focused on the firm's marketing strategy since 2016
Julie Crothers
Credentials:
MBA, CIM, CFP
Phone Number:
647-577-3539
Focus:
Client Service & Wealth Management, Wealth Planning
Excerpt:
As Vice President, Wealth Manager, Julie Crothers focuses on providing our clients with excellent service and advises clients on their wealth plan
Kathleen Peace
Credentials:
CFA, CFP
Phone Number:
416-360-0706
Focus:
Client Service & Wealth Management, Wealth Planning
Excerpt:
As Vice President, Wealth Manager, Kathleen Peace focuses on providing our clients with excellent service and advises clients on their wealth plan
Harsh Narsinghani
Credentials:
CFA
Phone Number:
647-577-7580
Focus:
Investments
Excerpt:
As Vice President, Portfolio Manager, Harsh Narsinghani is part of the investment team responsible for the construction of portfolios
Ashleigh Oucharek
Phone Number:
647-577-3565
Focus:
Client Service & Wealth Management
Excerpt:
As Vice President and Head of Wealth Management Administration, Ashleigh works with Client Service and Wealth Managers to advise on
Jackie Richards
Phone Number:
647-259-9459
Focus:
Client Service & Wealth Management, Operations
Excerpt:
Jackie Richards joined Nexus in 2002 and supports the wealth managers and their clients
Graham Meagher
Credentials:
CFA
Phone Number:
437-529-2190
Focus:
Investments
Excerpt:
As Vice President, Portfolio Manager, Graham Meagher is part of the investment team responsible for the construction of portfolios
Tricia Allen
Phone Number:
416-420-1493
Focus:
Client Service & Wealth Management
Excerpt:
As an Associate Wealth Manager, Tricia focuses on providing our clients with excellent service.
Jack MacDonald
Credentials:
CIM
Phone Number:
437-374-0335
Focus:
Client Service & Wealth Management
Excerpt:
As an Associate Wealth Manager, Jack focuses
on providing our clients with excellent service built
upon fostering trust and integrity.
Brandon MacBurnie
Credentials:
CPA
Phone Number:
647-254-3005
Focus:
Operations
Excerpt:
As Manager, Finance & Operations, Brandon MacBurnie is responsible for the financial reporting and analysis of Nexus
Marsha Coombs
Phone Number:
416-921-0082
Focus:
Operations
Excerpt:
Marsha is a member of the Operations team, which is responsible for reporting, along with trade, portfolio and pooled fund administration
Eileen Firth
Phone Number:
647-577-7570
Focus:
Client Service & Wealth Management, Wealth Planning
Excerpt:
As a Senior Client Service Associate, Eileen Firth focuses on supporting the Wealth Managers and their clients
Karrie Cheng
Phone Number:
647-925-3100
Focus:
Operations
Excerpt:
As Operations Associate, Karrie Cheng works collaboratively to support the day-to-day operational functions of the business
Genna Generali
Phone Number:
416-360-5498
Focus:
Client Service & Wealth Management
Excerpt:
Genna works directly with our Wealth Managers to provide our clients with an exceptional service experience
Daniel Noori
Phone Number:
647-847-6881
Focus:
Client Service & Wealth Management
Excerpt:
As a Client Service Associate, Daniel Noori focuses on supporting the
Wealth Managers and their clients.
Kierren King
Phone Number:
647-847-9620
Focus:
Client Service & Wealth Management
Excerpt:
As a Client Service Associate, Kierren King focuses on supporting the Wealth Managers and
their clients.
Jill Flores
Phone Number:
647-254-3202
Focus:
Operations
Excerpt:
Jill Flores is Nexus’s primary In-Office Administrator, providing vital support to all the firm’s employees
Sophia Talla
Phone Number:
437-523-0606
Focus:
Operations
Excerpt:
As a Marketing Associate, Sophia Talla focuses on executing Nexus’s marketing strategies and supporting business development initiatives.