Brad Weber, CPA, CA, CFP

Expertise: Client Service, Planning

Brad Weber
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Brad Weber, CPA, CA, CFP

Brad Weber joined Nexus in 2019 as part of the Client Service and Wealth Planning teams.

As a Vice President, Client Service & Wealth Planning, Brad creates comprehensive personal financial plans with our clients, and advises on issues related to financial, tax and estate planning. He also provides relationship management for clients helping them to achieve their financial goals.

Before joining Nexus, Brad was a Director of Wealth Planning at BMO Private Banking where he provided a variety of wealth planning needs for the high net worth clients of the bank. Prior to this, Brad held a variety of financial reporting roles including as the Financial Controller for BMO Private Banking.

Brad has been actively involved in the financial planning industry serving as both a Financial Literacy Volunteer for CPA Canada’s Financial Literacy Community Connect Program and volunteering with FP Canada and assisting in scoring the professional examinations.

Areas of focus:

  • Client Service
  • Business Development
  • Wealth Planning
  • Tax & Estate Planning

Designations & Specialties:

  • Chartered Professional Accountant, Chartered Accountant (CPA, CA)
  • CERTIFIED FINANCIAL PLANNER® (CFP)

Education:

  • University of Western Ontario
  • University of Toronto

More from Brad

See Brad's most recent Blog post.

Dormant Debt Volcanoes

Author Name And Credentials:
Alana R. Buckley CPA, CA, CFA
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
Read More

More from Brad

See Brad' most recent Blog post.

The (U.S.) Taxman Cometh

Author Name And Credentials:
R. Denys Calvin, CFA
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
Read More

More from Brad

See Brad's most recent Blog post.

The Transition to Cleaner Sources of Power

Author Name And Credentials:
Devin M. Crago CFA
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
Read More

More from Brad

See Brad's most recent Blog post.

Your Planner Would Disapprove!

Author Name And Credentials:
Geoffrey J. Gouinlock CFA
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
Read More

More from Brad

See Brad' most recent Blog post.

Take the Long View: Coronavirus – The Investor’s Perspective

Author Name And Credentials:
Fergus W. Gould, CFA
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?
Read More

More from Brad

See Brad' most recent Blog post.

That’s the Way the World Goes Round

Author Name And Credentials:
James E. Houston FCSI
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
Read More

More from Brad

See Brad's most recent Blog post.

Natural vs. Synthetic Happiness

Author Name And Credentials:
Alexandra O. Jemetz CIM
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
Read More

More from Brad

See Brad's most recent Blog post.

The Rational Optimist

Author Name And Credentials:
John C.A. Stevenson, CFA
Topic:
Investments
Excerpt:
This note takes its title from the 2010 book by Matt Ridley.
Read More

More from Brad

See Brad's most recent Blog post.

Saving in my Professional Corporation – It’s a Great Idea!

Author Name And Credentials:
Brad Weber, CPA, CA, CFP
Topic:
Tax Planning
Excerpt:
The ability for professionals in Canada to incorporate their practice has existed for some time. Doctors, dentists, lawyers, accountants, and other
Read More

More from Brad

See Brad's most recent Blog post.

And… We’re Live! Announcing Our New Website

Author Name And Credentials:
Nicole M. Weiss
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
Read More

More from Brad

See Brad's most recent Blog post.

Navigating New Rules: Should You Reduce Your RRIF Withdrawal in 2020?

Author Name And Credentials:
Dianne C. White CPA, CA, CFP, TEP
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
Read More