Julie Crothers, MBA, CIM, CFP

Expertise: Client Service

Julie C

Julie Crothers, MBA, CIM, CFP

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

As Vice President, Client Service & Business Development, 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:

  • 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.

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 Julie

See Julie' 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 Julie

See Julie's most recent Blog post.

The Transition to Cleaner Sources of Power

Topic:
Human Interest
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 Julie

See Julie's most recent Blog post.

Your Planner Would Disapprove!

Topic:
Human Interest
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 Julie

See Julie' 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 Julie

See Julie' most recent Blog post.

That’s the Way the World Goes Round

Topic:
Human Interest
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 Julie

See Julie'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 Julie

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The Rational Optimist

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

More from Julie

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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 Julie

See Julie'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 Julie

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

Topic:
Tax 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