Ian Ligertwood

Vice President & Chief Technology Officer

Ian Ligertwood

As Vice President, Chief Operating Officer, Ian is responsible for managing all business process and technologies in support of the firm’s internal operations.

With a focus on operational optimization and excellence, Ian also manages all systems, software and other technology so the firm can deliver the highest caliber of services to its clients. At Nexus, Ian works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.

Before joining Nexus, Ian was the VP Operations & Technology at an institutional investment firm where he helped transform their operations and was responsible for the firm’s technology. In addition to developing a scalable and heavily automated middle-office, he worked closely with the investment team as a data analytics resource. Prior to that, Ian was the technology lead at another institutional and private client firm, responsible for all aspects of the firm’s technology.

Ian has been involved with the Portfolio Management Association of Canada (PMAC) and has served as the Chair of their Technology Committee.

Areas of focus:

  • Operations
  • Technology

Education:

  • University of Waterloo

More from Ian

See Ian'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

More from Ian

See Ian' most recent Blog post.

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

More from Ian

See Ian's most recent Blog post.

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 Ian's most recent Blog post.

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

More from Ian

See Ian' 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

More from Ian

See Ian' 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

More from Ian

See Ian's most recent Blog post.

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

More from Ian

See Ian'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

More from Ian

See Ian's most recent Blog post.

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 Ian

See Ian's most recent Blog post.

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

More from Ian

See Ian's most recent Blog post.

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.

More from Ian

See Ian's most recent Blog post.

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...

More from Ian

See Ian's most recent Blog post.

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.

More from Ian

See Ian's most recent Blog post.

CPP 101

Topic:
Tax Planning
Excerpt:
One of the most frequently asked questions we receive is about the Canada Pension Plan (CPP).

More from Ian

See Ian's most recent Blog post.

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More from Ian

See Ian'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?