Ian Ligertwood 

Expertise: Operations

Ian Ligertwood

Ian Ligertwood 

Ian Ligertwood joined Nexus in 2021 and is part of the operations team with a focus on the firm’s technology.

As Vice President, Operations & Technology, 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.

Dormant Debt Volcanoes

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

More from Ian

See Ian' most recent Blog post.

The (U.S.) Taxman Cometh

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

More from Ian

See Ian's most recent Blog post.

The Transition to Cleaner Sources of Power

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

More from Ian

See Ian's most recent Blog post.

Your Planner Would Disapprove!

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

More from Ian

See Ian' most recent Blog post.

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

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?

More from Ian

See Ian' most recent Blog post.

That’s the Way the World Goes Round

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

More from Ian

See Ian's most recent Blog post.

Natural vs. Synthetic Happiness

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

More from Ian

See Ian's most recent Blog post.

The Rational Optimist

Topic:
Investments
Excerpt:
This note takes its title from the 2010 book by Matt Ridley.

More from Ian

See Ian's most recent Blog post.

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

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

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.

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

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