Tom Wilson, CFA, MFin
Expertise: Client Service
Tom Wilson, CFA, MFin
Tom Wilson came to Nexus in 2020 as part of the client service team responsible for managing the firm’s private client and non-profit relationships.
As a Vice President on the client service and business development team, Tom focuses on providing our clients with excellent service. He advises clients on their investment portfolio and works closely with Nexus’s wealth planners to help clients reach their financial goals and objectives. As part of the business development team, Tom is responsible for introducing the firm’s capabilities to new relationships. At Nexus, Tom works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.
Before joining Nexus, Tom worked with CI Investments as an analyst responsible for fixed income, alternative investment and foreign exchange research. He also worked on the sales and marketing team at CI, collaborating with their Canadian financial advisors.
Areas of focus:
Client Service
Business Development
Designations & Specialties:
Chartered Financial Analyst® (CFA)
Master of Finance (MFin)
Education:
Dalhousie University
Smith School of Business, Queen’s University
More from Tom
See Tom's most recent Blog post.
October 15, 2019
Author Name And Credentials: Alana R. Buckley CPA, CA, CFA
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 Tom
See Tom' most recent Blog post.
August 26, 2020
Author Name And Credentials: R. Denys Calvin, CFA
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
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See Tom's most recent Blog post.
January 29, 2020
Author Name And Credentials: Devin M. Crago CFA
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 Tom
See Tom's most recent Blog post.
January 22, 2020
Author Name And Credentials: Geoffrey J. Gouinlock CFA
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 Tom
See Tom' most recent Blog post.
March 26, 2020
Author Name And Credentials: Fergus W. Gould, CFA
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 Tom
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April 28, 2020
Author Name And Credentials: James E. Houston FCSI
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
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December 31, 2019
Author Name And Credentials: Alexandra O. Jemetz CIM
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
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December 13, 2021
Author Name And Credentials: John C.A. Stevenson, CFA
Excerpt: This note takes its title from the 2010 book by Matt Ridley.
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March 2, 2022
Author Name And Credentials: Brad Weber, CPA, CA, CFP
Excerpt: The ability for professionals in Canada to incorporate their practice has existed for some time. Doctors, dentists, lawyers, accountants, and other
More from Tom
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February 2, 2021
Author Name And Credentials: Nicole M. Weiss
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 Tom
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April 21, 2020
Author Name And Credentials: Dianne C. White CPA, CA, CFP, TEP
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
