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.
