Ashleigh Oucharek

Manager, Client Service

I work with a dedicated team and advise clients on issues related to financial, tax and estate planning.

Ashleigh Oucharek

Ashleigh Oucharek joined Nexus in 2022 and is part of the Client Service & Wealth Management team responsible for managing the firm’s private client and non-profit relationships.

As Manager, Client Service, Ashleigh focuses on working with the Client Service and Wealth Management team to provide their clients with support in managing their investment portfolio and achieving their financial goals. She supports a dedicated team which offers tailored wealth planning and advises clients on issues related to financial, tax and estate planning.

Before joining Nexus, Ashleigh was with another firm in the investment industry providing private client support including wealth planning, tax and estate administration. Ashleigh’s experience spans 20 years in the financial industry. Her recent focus has included assisting clients with estate planning involving regular reviews and implementation of changes required to amend Power of Attorney documents, Personal and Corporate Wills. She has also managed the settlement of Estates, ensuring that appropriate actions are taken, such as completing the Certificate of Appointment application, cancellation of government benefits, compilation of Estate assets, and the request for Clearance Certificates from CRA. Ashleigh has analyzed, prepared and filed personal, estate and HST returns in the past, including communicating directly with CRA on the client’s behalf. Her previous roles as an Associate Advisor/Manager and Assistant Branch Manager has provided her with abundant experience managing transactions, portfolio balances and administration.

Areas of focus:

  • Client Service
  • Tax & Estate Planning
  • Wealth Planning Assistance
  • Client & Portfolio Manager Support
  • Transaction Execution

Education:

  • University of Guelph
  • Humber College

More from Ashleigh

See Ashleigh's most recent Blog post.

Donor Advised Funds: An Overview

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

More from Ashleigh

See Ashleigh' most recent Blog post.

The Case for An Annual Family Roundtable

Topic:
Wealth Planning
Excerpt:
Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me

More from Ashleigh

See Ashleigh's most recent Blog post.

The Imperfect Art of ESG

Topic:
Investments
Excerpt:
In addition to the devastation, the senseless war in Ukraine has revealed some awkward facts about the composition of some Environmental, Social and

More from Ashleigh

See Ashleigh's most recent Blog post.

Au Revoir

Topic:
Inside Nexus
Excerpt:
As you may be aware, my time at Nexus is coming to a close. Over the last number of months, I have been working closely with others at the firm to

More from Ashleigh

See Ashleigh' most recent Blog post.

The End of an Era – Inflation is Back!

Topic:
Investments
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

More from Ashleigh

See Ashleigh' most recent Blog post.

Embracing the Golden Years: A Journey of Reflection and Wisdom

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

More from Ashleigh

See Ashleigh's most recent Blog post.

Where Have All the Boutiques Gone?

Topic:
Inside Nexus
Excerpt:
Many small, once independently managed, firms have fallen into the clutches of larger organizations such as banks, institutional money managers and

More from Ashleigh

See Ashleigh's most recent Blog post.

Don’t Worry, Be Happy

Topic:
Investments
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

More from Ashleigh

See Ashleigh's most recent Blog post.

First Home Savings Accounts (FHSA) Are Here!

Topic:
Wealth Planning
Excerpt:
We are pleased to announce that Nexus now offers FHSAs to our clients. 

More from Ashleigh

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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 Ashleigh

See Ashleigh's most recent Blog post.

Beyond the Down Payment: 10 Tips for Helping Your Child Buy a Home

Topic:
Wealth Planning
Excerpt:
With the rising cost of housing, many parents are turning to creative strategies to help their children buy their first home.

More from Ashleigh

See Ashleigh's most recent Blog post.

The Rise in Stock Market Concentration: What It Means for Investors

Topic:
Investments
Excerpt:
Since 2023, most of the U.S. stock market's gain has been driven by a small group of stocks benefiting from the rapid expansion of...

More from Ashleigh

See Ashleigh's most recent Blog post.

Combat Sitting: Simple Ways to Boost Your Healthspan

Topic:
Living to 100
Excerpt:
At Nexus, our Living to 100 campaign is about maximizing both lifespan and healthspan.

More from Ashleigh

See Ashleigh's most recent Blog post.

CPP 101

Topic:
Tax Planning
Excerpt:
One of the most frequently asked questions we receive is about the Canada Pension Plan (CPP).

More from Ashleigh

See Ashleigh's most recent Blog post.

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More from Ashleigh

See Ashleigh's most recent Blog post.

The Joy of Doing Nothing Together!

Topic:
Pearls of Wisdom
Excerpt:
Life seems to be a never-ending balancing act, doesn't it?