Kathleen Peace, CFA, CFP

Expertise: Client Service

Kathleen Peace

Kathleen Peace, CFA, CFP

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, Client Service & Business Development, 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).

Areas of focus:

  • Client Service
  • Business Development
  • Wealth Planning

Designations & Specialties:

  • Chartered Financial Analyst® (CFA)
  • CERTIFIED FINANCIAL PLANNER® (CFP)

Education:

  • Dalhousie University

More from Kathleen

See Kathleen'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 Kathleen

See Kathleen' 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 Kathleen

See Kathleen'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 Kathleen

See Kathleen'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 Kathleen

See Kathleen' 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 Kathleen

See Kathleen' 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 Kathleen

See Kathleen'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 Kathleen

See Kathleen'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 Kathleen

See Kathleen'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 Kathleen

See Kathleen'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 Kathleen

See Kathleen'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