Karrie Cheng
Karrie Cheng joined Nexus in 2019 and supports the portfolio managers and their clients.
As a Portfolio Administrator, Karrie focuses on supporting the portfolio managers and their clients. From processing client forms, documentation and transactions to client reporting and facilitating trades with the portfolio management system, Karrie is an integral part of our administrative team. Karrie is also responsible for supporting the financial planning process at the firm.
At Nexus, Karrie works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments. Before joining Nexus, Karrie had roles with other managers in the investment industry.
Areas of focus:
- Client and Portfolio Manager Support
- Transaction Execution
- Financial Planning Assistance
- Office Administration
More from Karrie
See Karrie'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 Karrie
See Karrie' 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 Karrie
See Karrie'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 Karrie
See Karrie'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 Karrie
See Karrie' 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 Karrie
See Karrie' 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 Karrie
See Karrie'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 Karrie
See Karrie'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 Karrie
See Karrie'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 Karrie
See Karrie'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 Karrie
See Karrie'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
