Ashleigh Oucharek joined Nexus in 2022 and is part of the Client Service & Wealth Management team, where she provides leadership and oversight for the firm’s Wealth Management Administration function and supports the management of private client and foundation relationships.

As Vice President and Head of Wealth Management Administration, Ashleigh oversees the development and mentorship of the Client Service Associate team, ensuring high standards of accuracy, service, and operational excellence. Working closely with the Client Service, Operations, and Compliance teams, Ashleigh helps develop and enhance processes, strengthen risk controls, and improve efficiencies that support the firm’s strategic objectives. She also provides guidance to Wealth Managers on client portfolios, including tax and estate administration, onboarding, and ongoing portfolio administration.

Before joining Nexus, Ashleigh spent more than 20 years in the financial services industry, specializing in private client support with a focus on wealth planning, tax, and estate administration. She held progressive roles including Associate Advisor, Manager, and Assistant Branch Manager, gaining extensive experience in client service, transactions, and portfolio administration.

Areas of focus:

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

Education:

• University of Guelph
• Humber College