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.
Professionals
Alana R. Buckley,
Credentials:
CPA, CA, CFA
Phone Number:
647-925-2282
Focus:
Investments
Excerpt:
Alana Buckley came to Nexus in 2018 and is part of the investment team responsible for the construction of portfolios
R. Denys Calvin,
Credentials:
CFA
Phone Number:
416-360-7830
Focus:
Client Service, Operations
Excerpt:
Denys Calvin joined Nexus in 2007 and is responsible for overseeing firm operations as well as the management of client portfolios
Devin Crago,
Credentials:
CFA
Phone Number:
647-925-8943
Focus:
Investments
Excerpt:
Devin Crago joined Nexus in 2013 and is part of the investment team responsible for the construction of portfolios
Julie Crothers,
Credentials:
MBA, CIM, CFP
Phone Number:
647-577-3539
Focus:
Client Service
Excerpt:
Julie Crothers joined Nexus in 2022 and is part of the client service team responsible for managing the firm’s private client and non-profit relations
Geoffrey J. Gouinlock,
Credentials:
CFA
Phone Number:
416-360-0442
Focus:
Client Service, Investments
Excerpt:
Geoff joined Nexus in 1996 and has spent almost 25 years involved in the management of client portfolios and investment decision-making
Fergus W. Gould,
Credentials:
CFA
Phone Number:
416-360-8344
Focus:
Client Service, Investments
Excerpt:
Fergus joined Nexus in 2000. He chairs the investment management committee and is responsible for specific client relationships and client portfolios.
James E. Houston,
Credentials:
CIM, FCSI
Phone Number:
416-360-5498
Focus:
Client Service
Excerpt:
Jim came to Nexus in 2011 as part of the portfolio management team responsible for managing the firm’s private client and non-profit relationships
Alexandra Jemetz
Credentials:
CIM
Phone Number:
647-925-8998
Focus:
Client Service
Excerpt:
Alex came to Nexus in 2014 as part of the portfolio management team responsible for managing the firm’s private client and non-profit relationships
Ian Ligertwood
Phone Number:
647-925-2281
Focus:
Operations
Excerpt:
Ian Ligertwood joined Nexus in 2021 and is part of the operations team with a focus on the firm’s technology
Nicole (Weiss) Louthe
Phone Number:
647-925-0966
Focus:
Marketing
Excerpt:
Nicole Louthe came to Nexus in 2016 and is responsible for the firm’s marketing strategy and execution
Kathleen Peace,
Credentials:
CFA, CFP
Phone Number:
416-360-0706
Focus:
Client Service
Excerpt:
Kathleen Peace joined Nexus in 2022 and is part of the client service team responsible for managing the firm’s private client and non-profit relations
John C.A. Stevenson,
Credentials:
CFA
Phone Number:
416-360-0538
Focus:
Client Service, Investments
Excerpt:
John Stevenson joined Nexus in 1995 and as President, he is responsible for the firm’s decision-making as well as the management of client portfolios
Terence Tse,
Credentials:
CPA, CA
Phone Number:
647-259-9314
Focus:
Operations, Finance
Excerpt:
Terence Tse came to Nexus in 2017 and is responsible for the operations and financial management of the firm
Brad Weber
Credentials:
CPA, CA, CFP
Phone Number:
647-259-9458
Focus:
Client Service, Planning
Excerpt:
Brad Weber joined Nexus in 2019 as part of the Client Service and Wealth Planning teams
Dianne C. White,
Credentials:
CPA, CA, CFP, TEP
Phone Number:
416-360-7296
Focus:
Client Service, Planning
Excerpt:
Dianne White joined Nexus in 2001 and is part of the wealth planning team. She has been advising clients on issues related to financial, tax and
Tom Wilson,
Credentials:
CFA, MFin
Phone Number:
647-925-2379
Focus:
Client Service
Excerpt:
Tom Wilson came to Nexus in 2020 as part of the client service team responsible for managing the firm’s private client and non-profit
Support Team
Karrie Cheng
Phone Number:
647-925-3100
Focus:
Portfolio Administrator
Excerpt:
Karrie Cheng joined Nexus in 2019 and supports the portfolio managers and their clients
Bessie Christopoulos
Phone Number:
647-259-9461
Focus:
Portfolio Administrator
Excerpt:
Bessie Christopoulos joined Nexus in 2007 and supports the portfolio managers and their clients
Preethi Khatri Chetri
Phone Number:
647-259-9462
Focus:
Pooled Fund Portfolio Administrator
Excerpt:
Preethi Khatri Chetri joined Nexus in 2020 and supports the pooled fund administration process
Heather Knight
Phone Number:
647-259-9460
Focus:
Senior Portfolio Administrator
Excerpt:
Heather Knight has played a key role at Nexus since 1994 and supports the portfolio managers and their clients
Lily Lucacescu
Phone Number:
647-259-9446
Focus:
Junior Office Manager
Excerpt:
Lily Lucacescu joined Nexus in 2021 and focuses on office management and administration for the firm
Ashleigh Oucharek
Phone Number:
647-577-3565
Focus:
Portfolio Administrator
Excerpt:
Ashleigh Oucharek joined Nexus in 2022 and supports the portfolio managers and their clients.
Jackie Richards
Phone Number:
647-259-9459
Focus:
Senior Portfolio Administrator
Excerpt:
Jackie Richards joined Nexus in 2002 and supports the portfolio managers and their clients
