As a Client Service Associate, Genna Generali focuses on supporting the Wealth Managers and their clients.
Genna works directly with our Wealth Managers to provide our clients with an exceptional service experience. Before joining Nexus, Genna was in a client-facing role where she applied her critical thinking and analytical skills to build and maintain strong relationships with her clients. Using her well-honed servicing expertise and intuitive understanding of clients’ needs and wants, she fields client requests and ensures that they are handled professionally and efficiently.
At Nexus, Genna works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments. Genna has a penchant for investing and is currently working towards her CSC, to be followed by additional professional certifications.
Areas of focus:
- Client Service
- Client & Wealth Manager Support
- Office Administration
Education:
- Ryerson University
More from Genna
See Genna'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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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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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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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.
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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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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.
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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...
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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.
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More from Genna
See Genna'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?