Our Team

A Team-Based Approach to Every Client Relationship.

Professionals

Support Team

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,

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,

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,

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,

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,

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,

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,

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

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

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

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,

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,

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,

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

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,

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,

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

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

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

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

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

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

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

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