Kathleen Peace 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, Wealth Manager, Kathleen focuses on strengthening and maintaining client relationships. She provides existing clients with excellent service and advises on their wealth plan in order to meet their financial goals and objectives. As part of the business development team, Kathleen is responsible for the firm’s continued client growth. At Nexus, Kathleen works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.
Before joining Nexus, Kathleen ran a successful financial planning and wealth management practice for 15 years. Her career prior to that spanned from Bay Street to Wall Street, from fixed income and foreign exchange sales, to debt research and financial control & management.
Throughout her career, Kathleen has been involved with causes focused on mental health and the empowerment of women and girls. Currently she is a volunteer member of the Resilience Initiative at Crossroads International and a member of the Finance Committee at the Massey Centre for Women. Kathleen has been a Crisis Text Line volunteer for Kids Help Phone and an advocate for survivors of domestic violence in New York City. She is a member of the Canadian Association for Women Executives and Entrepreneurs (CAWEE) and Women in Capital Markets (WCM).
