Alana R. Buckley
CPA, CA, CFA
Vice President, Portfolio Manager
Alana Buckley came to Nexus in 2018 and is part of the investment team responsible for the construction of portfolios.
As a Vice President, Portfolio Manager 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 volunteered with the CPA Ontario financial literacy program and the CFA Society of Toronto, and she currently the treasurer and a board member at Abiona Centre.
Areas of focus:
Designations & Specialties:
Chartered Professional Accountant, Chartered Accountant (CPA, CA)
Chartered Financial Analyst® (CFA)
Education:
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November 2, 2021
Author Name: Alana R. Buckley CPA, CA, CFA
Topic: Foundations & Endowments
Excerpt: As we approach the end of the calendar year, taxes and charitable giving inevitably surface as ”things to do” in peoples’ minds. Here, we’d like to
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May 31, 2022
Author Name: R. Denys Calvin, CFA
Excerpt: No doubt you know that scene in the movie where the protagonist jumps into a taxi and shouts “Follow that car!” While it makes for exciting cinema,
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April 8, 2022
Author Name: Devin M. Crago, CFA
Excerpt: In addition to the devastation, the senseless war in Ukraine has revealed some awkward facts about the composition of some Environmental, Social and
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November 21, 2023
Author Name: Geoffrey J. Gouinlock CFA
Excerpt: My colleague Harsh Narsinghani and I were recently discussing how many of our clients were unnerved by geopolitical and economic worries and how it
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September 29, 2022
Author Name: Fergus W. Gould, CFA
Excerpt: Inflation talk is dominating the news. It is on the mind of the man in the street and investors alike – and not just in North America or the lands of
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June 21, 2023
Author Name: James E. Houston
Topic: Human Interest, Inside Nexus
Excerpt: It was an otherwise slow mid-afternoon trading session on the “old” floor of the Toronto Stock Exchange at 234 Bay St. The dog days of summer had
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April 20, 2023
Author Name: Alexandra O. Jemetz CIM
Excerpt: Many small, once independently managed, firms have fallen into the clutches of larger organizations such as banks, institutional money managers and
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February 28, 2023
Author Name: John C.A. Stevenson, CFA
Excerpt: A recent article by David Brooks in The Atlantic magazine argues that, despite the heavy shroud of pessimism that envelopes most of our current
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October 10, 2023
Author Name: Brad Weber CPA, CA, CFP, CIM
Excerpt: We are pleased to announce that Nexus now offers FHSAs to our clients.
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February 2, 2021
Author Name: Nicole M. Weiss
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
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September 23, 2022
Author Name: Dianne C. White CPA, CA, CFP, TEP
Topic: Foundations & Endowments
Excerpt: Giving to charities and supporting our community are important to us at Nexus. We donate a portion of our management fees back to the charities and
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March 10, 2023
Author Name: Kathleen Peace, CFA, CFP
Excerpt: “What do I need for a good retirement?”
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January 31, 2023
Author Name: Tom Wilson, CFA, MFin
Excerpt: At the beginning of November 2022, Sam Bankman-Fried was crypto-currency’s “White Knight”. The flip-flop and t-shirt-wearing 30-year-old was the found