Lily Lucacescu joined Nexus in 2021 and focuses on office management and administration for the firm.
As Junior Office Manager, Lily focuses on office management and oversees the administrative operations of the firm. She supports the portfolio managers and their clients, works with our portfolio administration team, and assists with the firm’s client service and marketing efforts. Lily is an integral part of ensuring the day-to-day functions of the office are being managed.
At Nexus, Lily works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments. Lily joined Nexus with extensive administrative experience as a C-Suite Executive Assistant for nearly 10 years.
Areas of focus:
- Office Administration
- Reception
- Client and Portfolio Manager Support
More from Lily
See Lily'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 Lily
See Lily' 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 Lily
See Lily'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 Lily
See Lily'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 Lily
See Lily' 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 Lily
See Lily' most recent Blog post.
More from Lily
See Lily'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 Lily
See Lily'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 Lily
See Lily's most recent Blog post.
From The Editor: How Much?
Topic:
Wealth Planning
Excerpt:
Canadians love talking about real estate, particularly the affordability of housing in cities like Toronto and Vancouver. In fact, wondering how young
More from Lily
See Lily'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 Lily
See Lily'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
