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

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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

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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

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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

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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?

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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

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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

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A Tax on Stupidity?

Topic:
Human Interest
Excerpt:
The French philosopher, Voltaire, is reputed to have said that “lotteries are a tax on stupidity.” While it’s hard to find evidence that Voltaire

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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.

New Year. New Look.

Topic:
Inside Nexus
Excerpt:
When Nexus was formed in 1996 by merging Berghuis Investment Counsel and Vantage, we implemented our current logo and classic brand. While it has

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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