Eileen Firth

Senior Client Service Associate

Eileen Firth

As a Senior Client Service Associate, Eileen Firth focuses on supporting the Wealth Managers and their clients.

Eileen works directly with our Wealth Managers to provide our clients with an exceptional service experience. Applying her well-honed skills and intuitive understanding of clients’ needs and wants, she fields client requests and ensures that administratively they are handled expertly and efficiently. Eileen is an integral part of a broader team that manages client relationships, including our Wealth Planning professionals, whom she supports as she, herself, works towards her CERTIFIED FINANCIAL PLANNER® (CFP) designation.

Before joining Nexus, Eileen was with another firm in the investment industry providing support to High Net Worth clients and handling various aspects of client and account administration. She has ten years of client service-related experience, four of which have been in the wealth management industry. Eileen has an undergraduate degree with a major in History and minor in Art History, and continues to be an art history buff.

Areas of focus:

  • Client Service
  • Wealth Planning Assistance
  • Client & Wealth Manager Support
  • Office Administration

Education:

  • Queen’s University

More from Eileen

See Eileen'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

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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

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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

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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

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See Eileen' 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

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See Eileen' 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

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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

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See Eileen'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

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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 Eileen

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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

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Capital Gains, Charitable Acts, and the New Alternative Minimum Tax

Topic:
Tax Planning
Excerpt:
If you regularly make charitable donations or perhaps sit on the board of a charitable organization, you might be wondering what all the hubbub

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More from Eileen

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Getting to the “Good Life”

Topic:
Living to 100
Excerpt:
“What do I need for a good retirement?”

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More from Eileen

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More from Eileen

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The Demise of FTX and Sam Bankman-Fried

Topic:
Investments
Excerpt:
At the beginning of November 2022, Sam Bankman-Fried was crypto-currency’s “White Knight”. The flip-flop and t-shirt-wearing 30-year-old was the found