Julie Crothers Joins Nexus

As Vice President, Client Service & Business Development, Julie focuses on providing our clients with excellent service. She not only advises them on their investment portfolio, but also helps clients reach their financial goals and objectives through wealth planning. As Nexus continues to grow, we remain committed to maintaining the highest levels of client service. This requires an ongoing investment in talent and experience. Julie’s role will be to assume responsibility for some current client relationships as well as to develop her own.

Julie has over 20 years of experience in the investment management industry, where she has had senior leadership roles in relationship management and client service. In those roles, she has advised clients on their wealth plans, implemented investment strategies and overseen a range of portfolios. In addition, Julie also has extensive experience in working with not-for-profits and foundations. Like many other members of our team, she has also served on charitable boards and their respective investment committees.

Julie holds the Chartered Investment Manager and Certified Financial Planner designations and has a Master of Business Administration from the Rotman School of Management at the University of Toronto.

The hybrid work environment brought about by the pandemic continues to present challenges for integrating even the most experienced professionals onto the team. All of us are looking forward to meeting in person and hosting larger client functions again soon. Hopefully at that time you’ll meet Julie in person, as well as the team’s other “pandemic hires”.