Terence Tse

CPA, CA

Vice President & Chief Financial Officer

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Terence Tse

Terence Tse came to Nexus in 2017 and is responsible for the operations and financial management of the firm.

As Vice President & Chief Financial Officer, Terence focuses on the financial management of the firm. He also ensures the business operates as smoothly as possible so the team can best serve our clients. At Nexus, Terence works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.

Before joining Nexus, Terence was the Controller & Compliance Officer at another investment firm focusing on their financial reporting and compliance and was also a Manager with the hedge fund administration team at Goldman Sachs Administration Services. In a previous position at Deloitte, Terence provided assurance and advisory services to clients within the financial institutions practice, specifically within the investment management industry. His tenure at Deloitte also included a secondment to the Ontario Securities Commission where he spent time in their Compliance & Registrant Regulation group.

Areas of focus:

  • Finance
  • Operations
  • Compliance

Designations & Specialties:

  • Chartered Professional Accountant, Chartered Accountant (CPA, CA)

Education:

  • University of Toronto

 

More from Terence

See Terence's most recent Blog post.

Donor Advised Funds: An Overview

Author Name:
Alana R. Buckley CPA, CA, CFA
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
Read More

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Is Our Information About You Still Current?

Author Name:
R. Denys Calvin, CFA
Topic:
Inside Nexus
Excerpt:
No doubt you know that scene in the movie where the protagonist jumps into a taxi and shouts “Follow that car!” While it makes for exciting cinema,
Read More

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See Terence's most recent Blog post.

The Imperfect Art of ESG

Author Name:
Devin M. Crago, CFA
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
Read More

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See Terence's most recent Blog post.

Say “No” to Absolute Safety

Author Name:
Geoffrey J. Gouinlock CFA
Topic:
Investments
Excerpt:
My colleague Harsh Narsinghani and I were recently discussing how many of our clients were unnerved by geopolitical and economic worries and how it
Read More

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The End of an Era – Inflation is Back!

Author Name:
Fergus W. Gould, CFA
Topic:
Investments
Excerpt:
Inflation talk is dominating the news. It is on the mind of the man in the street and investors alike – and not just in North America or the lands of
Read More

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Embracing the Golden Years: A Journey of Reflection and Wisdom

Author Name:
James E. Houston
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
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Where Have All the Boutiques Gone?

Author Name:
Alexandra O. Jemetz CIM
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
Read More

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See Terence's most recent Blog post.

Don’t Worry, Be Happy

Author Name:
John C.A. Stevenson, CFA
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
Read More

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First Home Savings Accounts (FHSA) Are Here!

Author Name:
Brad Weber CPA, CA, CFP, CIM
Topic:
Wealth Planning
Excerpt:
We are pleased to announce that Nexus now offers FHSAs to our clients. 
Read More

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And… We’re Live! Announcing Our New Website

Author Name:
Nicole M. Weiss
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
Read More

More from Terence

See Terence's most recent Blog post.

Charitable Giving Made Easier

Author Name:
Dianne C. White CPA, CA, CFP, TEP
Topic:
Foundations & Endowments
Excerpt:
Giving to charities and supporting our community are important to us at Nexus. We donate a portion of our management fees back to the charities and
Read More

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Getting to the “Good Life”

Author Name:
Kathleen Peace, CFA, CFP
Topic:
Living to 100
Excerpt:
“What do I need for a good retirement?”
Read More

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More from Terence

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The Demise of FTX and Sam Bankman-Fried

Author Name:
Tom Wilson, CFA, MFin
Topic:
Investments
Excerpt:
At the beginning of November 2022, Sam Bankman-Fried was crypto-currency’s “White Knight”. The flip-flop and t-shirt-wearing 30-year-old was the found
Read More