As a Vice President, Portfolio Manager on the investment team, Graham focuses on the investment process including North American fundamental equity research, financial analysis and portfolio management.
At Nexus, Graham works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.
Graham is a seasoned investment professional with over two decades of experience in equity research and portfolio management. Before joining Nexus, Graham was a portfolio manager for a large Canadian mutual fund company specializing in long-term investments in global high-quality publicly traded equities. Prior to that, he was an equity research analyst at a large Canadian bank-owned dealer focused on providing deep fundamental equity research to institutional clients.
He holds a Bachelor of Commerce from the University of Guelph and is a CFA charter holder. Graham is a member of the CFA Society of Toronto and serves as a mentor in the successful CFA mentorship program. He is also an active fundraiser for a variety of local and national charities.
Areas of focus:
- Investments
- Equities
- Research
Designations & Specialties:
- Chartered Financial Analyst®(CFA)
Education:
- University of Guelph
More from Graham
See Graham'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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See Graham' 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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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 Graham
See Graham'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?