James E. Houston CIM, FCSI

Jim came to Nexus in 2011 as part of the portfolio management team responsible for managing the firm’s private client and non-profit relationships.

As a Vice President & Portfolio Manager, Jim focuses on client service and business development. At Nexus, Jim works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.

From a summer job working on the floor of the Toronto Stock Exchange, Jim moved on to work 26 years in the brokerage industry in increasingly senior roles, including Institutional Equity Sales at RBC Dominion, and subsequently overseeing the build out of an equity department at Credit Suisse First Boston’s Canadian operation. In 2005, Jim pursued his interests in helping clients achieve their financial goals by moving to the investment management industry, where he was President of another investment management firm. Jim has over 40 years experience, including roles in Equity Research and Corporate Planning.

While at RBC Dominion Securities, he served on the Investment Strategy Committee. Jim has served on a number of volunteer boards, including the Upper Canada College Association, and has served as President of the Rosedale Golf Club.

Areas of focus:

  • Client Service
  • Business Development

Designations & Specialties:

  • Chartered Investment Manager® (CIM)
  • Fellow of CSI® (FCSI)

Education:

  • University of Western Ontario

More from Jim

See Jim'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 Jim

See Jim' 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 Jim

See Jim'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 Jim

See Jim'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 Jim

See Jim' 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 Jim

See Jim' 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 Jim

See Jim'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

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See Jim's most recent Blog post.

A Tax on Stupidity?

Topic:
Human Interest
Excerpt:
The French philosopher, Voltaire, is reputed to have said that “lotteries are a tax on stupidity.” While it’s hard to find evidence that Voltaire

More from Jim

See Jim's most recent Blog post.

When Should I Start my CPP Payments?

Topic:
Tax Planning
Excerpt:
The majority of working Canadians will be eligible to collect income from the Canada Pension Plan at some point in their lives.

More from Jim

See Jim's most recent Blog post.

New Year. New Look.

Topic:
Inside Nexus
Excerpt:
When Nexus was formed in 1996 by merging Berghuis Investment Counsel and Vantage, we implemented our current logo and classic brand. While it has

More from Jim

See Jim'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