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.

Alana R. Buckley

Credentials:

CPA, CA, CFA

Phone Number:

647-925-2282

Focus:

Investments, Leadership

Excerpt:

Alana Buckley came to Nexus in 2018 and is part of the investment team responsible for the construction of portfolios

Alexandra Jemetz

Credentials:

CIM

Phone Number:

647-925-8998

Focus:

Client Service, Leadership

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

Ashleigh Oucharek

Phone Number:

647-577-3565

Focus:

Client Service

Excerpt:

Ashleigh Oucharek joined Nexus in 2022 and is part of the client service & wealth management team.

Bessie Christopoulos

Phone Number:

647-259-9461

Focus:

Client Service

Excerpt:

Bessie Christopoulos joined Nexus in 2007 and supports the portfolio managers and their clients

Brad Weber

Credentials:

CPA, CA, CFP

Phone Number:

647-259-9458

Focus:

Client Service, Wealth Planning.

Excerpt:

Brad Weber joined Nexus in 2019 as part of the Client Service and Wealth Planning teams

Devin Crago

Credentials:

CFA

Phone Number:

647-925-8943

Focus:

Investments, Leadership

Excerpt:

Devin Crago joined Nexus in 2013 and is part of the investment team responsible for the construction of portfolios

Dianne C. White

Credentials:

CPA, CA, CFP, TEP

Phone Number:

416-360-7296

Focus:

Client Service, Leadership, Wealth 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

Fergus W. Gould

Credentials:

CFA

Phone Number:

416-360-8344

Focus:

Client Service, Investments, Leadership

Excerpt:

Fergus joined Nexus in 2000. He chairs the investment management committee and is responsible for specific client relationships and client portfolios.

Geoffrey J. Gouinlock

Credentials:

CFA

Phone Number:

416-360-0442

Focus:

Client Service, Investments, Leadership

Excerpt:

Geoff joined Nexus in 1996 and has spent almost 25 years involved in the management of client portfolios and investment decision-making

Harsh Narsinghani

Credentials:

CFA

Phone Number:

647-577-7580

Focus:

Investments

Excerpt:

Harsh Narsinghani came to Nexus in 2023 and is part of the investment team responsible for the construction of portfolios.

Heather Knight

Phone Number:

647-259-9460

Focus:

Client Service

Excerpt:

Heather Knight has played a key role at Nexus since 1994 and supports the portfolio managers and their clients

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

Jackie Richards

Phone Number:

647-259-9459

Focus:

Client Service, Operations

Excerpt:

Jackie Richards joined Nexus in 2002 and supports the portfolio managers and their clients

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

John C.A. Stevenson

Credentials:

CFA

Phone Number:

416-360-0538

Focus:

Client Service, Investments, Leadership

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

Julie Crothers

Credentials:

MBA, CIM, CFP

Phone Number:

647-577-3539

Focus:

Client Service, Wealth Planning.

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

Karrie Cheng

Phone Number:

647-925-3100

Focus:

Operations

Excerpt:

Karrie Cheng joined Nexus in 2019 and supports the portfolio managers and their clients

Kathleen Peace

Credentials:

CFA, CFP

Phone Number:

416-360-0706

Focus:

Client Service, Wealth Planning.

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