Alana R. Buckley CPA, CA, CFA
Alana Buckley came to Nexus in 2018 and is part of the investment team responsible for the construction of portfolios.
As a Vice President & Investment Analyst on the investment team, Alana focuses on the investment process including fundamental equity research, financial analysis and portfolio management. She is an integral part of the firm’s fixed income team. At Nexus, Alana works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.
Before joining Nexus, Alana worked with RBC Capital Markets in Institutional Sales and prior to that, with RBC Wealth Management as a fixed income portfolio advisor. She holds the CPA and CFA designations and graduated from the Queen’s University Bachelor of Commerce program. Alana has served on the Board of Directors and the Investment Committee at the Massey Centre for Women.
Areas of focus:
- Investments
- Fixed Income
Designations & Specialties:
- Chartered Professional Accountant, Chartered Accountant (CPA, CA)
- Chartered Financial Analyst® (CFA)
Education:
- Queen’s University
More from Alana
See Alana's most recent Blog post.
Dormant Debt Volcanoes
Topic:
Investments
Excerpt:
In a recent Nexus Notes article “Living in a World of Lilliputian Interest Rates”, we spent some time on the rather uninspiring implications for
More from Alana
See Alana' most recent Blog post.
The (U.S.) Taxman Cometh
Topic:
Tax Planning
Excerpt:
Like the medical patient who expects to endure a fair bit of poking, probing and prodding from the doctor, clients of financial providers have had to
More from Alana
See Alana's most recent Blog post.
The Transition to Cleaner Sources of Power
Topic:
Human Interest, Investments
Excerpt:
Today, businesses of all kinds are under pressure to reduce their greenhouse gas (GHG) emissions. Climate change has become a leading concern among
More from Alana
See Alana's most recent Blog post.
Your Planner Would Disapprove!
Topic:
Human Interest, Wealth Planning
Excerpt:
A core part of our business at Nexus is incorporating wise financial planning advice to go alongside the high-quality investment management philosophy
More from Alana
See Alana' most recent Blog post.
Take the Long View: Coronavirus – The Investor’s Perspective
Topic:
Investments
Excerpt:
The novel Coronavirus has swept through China and spread to other countries.(1) How this will all play out is unclear. What is the mortality rate?
More from Alana
See Alana' most recent Blog post.
That’s the Way the World Goes Round
Topic:
Human Interest, Investments
Excerpt:
I was first introduced to the music of John Prine by the older brother of my best friend in high school. Prine’s song writing was a bit more
More from Alana
See Alana's most recent Blog post.
Natural vs. Synthetic Happiness
Topic:
Human Interest
Excerpt:
As we welcome the New Year, we take time to reflect on days gone by and wonder about what lies ahead. We hope for things which make us happy. But we
More from Alana
See Alana's most recent Blog post.
The Tail that Wags the Dog
Topic:
Investments
Excerpt:
We thank our friends at Northwood Family Office for having brought to our attention a fantastic book called, The Psychology of Money, written by...
More from Alana
See Alana's most recent Blog post.
When Should I Start my CPP Payments?
Topic:
Tax Planning
Excerpt:
The majority of working Canadians will be eligible to collect income from the Canada Pension Plan at some point in their lives.
More from Alana
See Alana's most recent Blog post.
And… We’re Live! Announcing Our New Website
Topic:
Inside Nexus
Excerpt:
There is no denying that 2020 was one for the books. For us at Nexus it was also a year of visual transformation as we modernized our brand to reflect
More from Alana
See Alana's most recent Blog post.
Navigating New Rules: Should You Reduce Your RRIF Withdrawal in 2020?
Topic:
Tax Planning, Wealth Planning
Excerpt:
In these challenging times – when health and wealth are top of mind – we feel the need for action. The impulse to do something, other than hurry up
