Kathleen Peace
CFA, CFP
Vice President, Head of Strategic Business Development
Kathleen joined Nexus in 2022 as Vice President, Wealth Manager and partners closely with clients to bring clarity and ease to their financial lives.
As Head of Strategic Business Development, she also leads initiatives that deepen client relationships and support the firm’s long-term growth.
Before joining Nexus, Kathleen spent 15 years building a successful wealth management practice, following an earlier career on Bay Street and Wall Street focused on fixed income, foreign exchange, and debt research.
A natural connector, Kathleen loves bringing people together and building strong, lasting relationships. She is a co-founder of Ask&Offer, where high-achieving women share insights and support one another, and creator of Smart Money Socials – to foster thoughtful conversations about money and investing. Outside of her work, Kathleen is committed to mental health and advancing equality for women and girls, supporting organizations such as Crossroads International, Abiona Centre for Infant & Early Mental Health, and Kids Help Phone.
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.
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
More from Kathleen
See Kathleen' most recent Blog post.
TFSA vs. Taxable Account: Should You Trigger Capital Gains to Fund Your TFSA?
Topic:
Tax Planning
Excerpt:
Not long after I bought my first home nearly 40 years ago, I visited a little neighbourhood grocery store that was fabulously well stocked and
More from Kathleen
See Kathleen's most recent Blog post.
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
More from Kathleen
See Kathleen's most recent Blog post.
More from Kathleen
See Kathleen' most recent Blog post.
Markets change… or do they?
Topic:
Investments
Excerpt:
Are you surprised?
Like many Canadians, you may be in shock, or at least surprised – Trump is back. Four years ago, you likely thought this a near
More from Kathleen
See Kathleen' most recent Blog post.
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
More from Kathleen
See Kathleen's most recent Blog post.
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
More from Kathleen
See Kathleen's most recent Blog post.
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
More from Kathleen
See Kathleen's most recent Blog post.
Your Guide to Nexus Tax Documents
Topic:
Inside Nexus
Excerpt:
As you are getting ready to file your annual taxes or hand off information to your tax preparer, we are providing you with a list of the potential tax
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.
Start Early: Smart Money Moves for the Next Generation of Investors
Topic:
Wealth Planning
Excerpt:
In July, we hosted an event for the next generation of Nexus investors. The purpose of the event was to start the conversation about money, provide an
More from Kathleen
See Kathleen's most recent Blog post.
Navigating the AI Exuberance Without Losing Our Bearings
Topic:
Investments
Excerpt:
Artificial Intelligence (AI) promises to be one of the most significant technological advancements of our time, with potential to reshape industries
More from Kathleen
See Kathleen's most recent Blog post.
The Hand-Off: Smart Ways to Pass on Your Wealth to the Next Generation
Topic:
Wealth Planning
Excerpt:
Over the years, we’ve helped many clients navigate the wealth planning process. What often feels like the finish line - a completed wealth plan - is
More from Kathleen
See Kathleen's most recent Blog post.
More from Kathleen
See Kathleen's most recent Blog post.
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More from Kathleen
See Kathleen's most recent Blog post.
The Joy of Doing Nothing Together!
Topic:
Pearls of Wisdom
Excerpt:
Life seems to be a never-ending balancing act, doesn't it?