John C.A. Stevenson
CFA
Chairman & Chief Investment Officer
As Chairman & Chief Investment Officer, John Stevenson focuses on the management of the firm, client portfolios and overseeing the investment team.
John has been at Nexus since 1995, and along with the investment team, he is responsible for the firm’s equity strategy, company research and portfolio construction for both segregated portfolios and pooled funds. At Nexus, John works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.
Before joining Nexus, John was a Vice President at Rothschild Canada Ltd. in Toronto, specializing in mergers and acquisitions. Prior that, he was with Credit Suisse First Boston, in both their Toronto and New York offices.
Throughout his career John has been involved in various industry associations and external charities. He served for many years as a Trustee of the Upper Canada College Foundation, and also on its Investment Committee.
Areas of focus:
Client Service
Portfolio Construction
Investments
Firm Management
Designations & Specialties:
Chartered Financial Analyst® (CFA)
Education:
Yale School of Management
Harvard University
More from John
See John's most recent Blog post.
November 2, 2021
Author Name: Alana R. Buckley CPA, CA, CFA
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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January 22, 2024
Author Name: R. Denys Calvin CFA
Excerpt: Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me
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April 8, 2022
Author Name: Devin M. Crago, CFA
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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December 15, 2023
Author Name: Geoffrey J. Gouinlock CFA
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
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September 29, 2022
Author Name: Fergus W. Gould, CFA
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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June 21, 2023
Author Name: James E. Houston
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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April 20, 2023
Author Name: Alexandra O. Jemetz CIM
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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February 28, 2023
Author Name: John C.A. Stevenson, CFA
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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October 10, 2023
Author Name: Brad Weber CPA, CA, CFP, CIM
Excerpt: We are pleased to announce that Nexus now offers FHSAs to our clients.
More from John
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February 2, 2021
Author Name: Nicole M. Weiss
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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October 24, 2024
Author Name: Dianne C. White
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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September 4, 2024
Author Name: Harsh Narsinghani
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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May 27, 2024
Author Name: Kathleen Peace
Excerpt: At Nexus, our Living to 100 campaign is about maximizing both lifespan and healthspan.
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October 29, 2024
Author Name: Julie Crothers
Excerpt: One of the most frequently asked questions we receive is about the Canada Pension Plan (CPP).
More from John
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More from John
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March 26, 2024
Excerpt: Life seems to be a never-ending balancing act, doesn't it?