Julie Crothers

Julie Crothers joined Nexus in 2022 and is part of the wealth management team responsible for managing the firm’s private client and non-profit relationships.

As Vice President, Wealth Manager, Julie focuses on providing our clients with excellent service. She not only advises them on their investment portfolio, but also helps clients reach their financial goals and objectives through wealth planning. As part of the business development team, Julie is responsible for the firm’s continued growth. At Nexus, Julie works with a dedicated team that offers tailored wealth planning and investment management directly to private clients, foundations and endowments.

Before joining Nexus, Julie had over 20 years’ experience at other investment management firms. Her prior senior leadership roles include leading Relationship Management and Client Service teams.

Throughout her career, Julie has been an active member of a number of not-for-profit committees and foundations. She serves as Vice Chair for Youth Employment Services, Past President of the Havergal Old Girls Association and Trustee for the Havergal College Foundation.  She also volunteers with the Portfolio Management Association of Canada (PMAC) for which she was Chair of the Member Services Committee.

Areas of focus:

  • Wealth Management
  • Client Service
  • Business Development
  • Wealth Planning

Designations & Specialties:

  • Chartered Investment Manager® (CIM)
  • CERTIFIED FINANCIAL PLANNER® (CFP)
  • Master of Business Administration (MBA)

Education:

  • Rotman School of Management, University of Toronto
  • McGill University

More from Julie

See Julie'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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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

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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.

More from Julie

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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.

More from Julie

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CPP 101

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

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More from Julie

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The Joy of Doing Nothing Together!

Topic:
Pearls of Wisdom
Excerpt:
Life seems to be a never-ending balancing act, doesn't it?