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
Geoffrey J. Gouinlock
Credentials:
CFA
Phone Number:
416-360-0442
Focus:
Leadership, Client Service & Wealth Management, Investments
Excerpt:
As Vice President, Portfolio Manager, Geoff has spent almost 30 years at Nexus involved in managing client portfolios and investment decision-making
Fergus W. Gould
Credentials:
CFA
Phone Number:
416-360-8344
Focus:
Leadership, Client Service & Wealth Management, Investments
Excerpt:
As Vice President, Portfolio Manager, Fergus is responsible for the construction of client portfolios and has managed client relationships since 2000
R. Denys Calvin
Credentials:
CFA
Phone Number:
416-360-7830
Focus:
Leadership, Client Service & Wealth Management, Operations
Excerpt:
As a Vice President & Chief Operating Officer, Denys Calvin is responsible for overseeing firm operations and the management of client portfolios
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
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
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
Tom Wilson
Credentials:
CFA, MFin
Phone Number:
647-925-2379
Focus:
Client Service & Wealth Management
Excerpt:
As Vice President, Wealth Manager, Tom Wilson focuses on providing our clients with excellent service & advises clients on their investment portfolio
Ian Ligertwood
Phone Number:
647-925-2281
Focus:
Operations
Excerpt:
As Vice President, Operations & Technology, Ian Ligertwood is responsible for managing all business process and technologies in support of the firm
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
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
Ashleigh Oucharek
Phone Number:
647-577-3565
Focus:
Client Service & Wealth Management
Excerpt:
As Associate Wealth Manager, Ashleigh Oucharek works with clients and wealth managers to advise on issues related to financial, tax & estate planning
Heather Knight
Phone Number:
647-259-9460
Focus:
Client Service & Wealth Management
Excerpt:
Heather Knight has played a key role at Nexus since 1994 and supports the wealth managers and their clients
Bessie Christopoulos
Phone Number:
647-259-9461
Focus:
Client Service & Wealth Management
Excerpt:
Bessie Christopoulos joined Nexus in 2007 and supports the portfolio 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
Preethi Khatri Chetri
Phone Number:
647-259-9462
Focus:
Operations
Excerpt:
Preethi Khatri Chetri joined Nexus in 2020 and supports the operations and pooled fund administration process
Eileen Firth
Phone Number:
416-360-0580
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
