Business Details
38 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Founded in 1988, we have dedicated over 35 years to guiding private clients and foundations through thoughtful wealth planning and investment management. Our approach prioritizes long-term financial goals, capital preservation, and disciplined investing, ensuring clients achieve financial peace of mind. As an independent firm, we operate without commissions or product incentives, focusing solely on objective analysis and honest communication. Our principals invest alongside clients, aligning our interests with theirs, and we maintain a high-touch service model that has earned us a loyal client base.With expertise in tax efficiency, estate planning, and portfolio structuring, we provide tailored solutions for individuals, families, and not-for-profit organizations. Our market-resilient strategies, such as our GARP stock selection process, are designed to deliver consistent long-term results. As a member of Focus Financial Partners, we combine local expertise with a network of independent fiduciaries to serve clients with investable assets of $1 million or more.
Services
Wealth Planning
Investment Management
Foundations & Endowments
Pooled Funds
Segregated Accounts
Tax-Efficient Portfolios
Estate Planning
International Market Investments
Client Reporting
Financial Education
Details
- Year established: 1988
Highlights and features
- We offer over 35 years of experience in wealth planning and investment management.
- Our principals invest alongside clients, ensuring aligned interests and accountability.
- We operate without commissions or product incentives, providing objective financial advice.
- Our high-touch service model has earned a loyal client base and high retention rates.
- We specialize in tax-efficient, long-term investment strategies tailored to client needs.
Associations and certifications
- Ontario Securities Commission
What people say
Proven track record
Personalized service
Expertise in tax planning
Long-term focus
Transparent communication
Services
Wealth Planning
Our wealth planning process tailors financial strategies to individual client goals, focusing on tax efficiency, estate planning, and investment structuring. We help clients prioritize objectives like retirement timing and estate optimization, updating plans as life circumstances change. Our approach integrates wealth planning with investment management to create a roadmap for long-term financial success.
Investment Management
We employ a disciplined, long-term investment philosophy centered on capital preservation and growth-at-a-reasonable-price (GARP) strategies. Clients access pooled funds or segregated accounts customized to their risk tolerance and financial goals. Our market-resilient approach combines North American and international equities with fixed-income securities for diversified, client-specific portfolios.
Foundations & Endowments
We specialize in managing portfolios for foundations and endowments with perpetual time horizons and absolute return requirements. Our strategies focus on capital preservation, income generation, and inflation protection while aligning with each organization's spending policies and fiduciary responsibilities. We provide customized reporting and investment policy guidance for nonprofit clients.
Pooled Funds
Our proprietary pooled funds offer diversified exposure to North American equities, balanced portfolios, income-focused fixed income, and international markets. These RRSP/RRIF-eligible funds follow our disciplined investment philosophy and are designed for long-term investors seeking professional portfolio management with lower minimum investment thresholds compared to segregated accounts.
Segregated Accounts
Segregated accounts provide fully customized investment solutions for clients with unique needs that cannot be met through pooled funds. These individually managed portfolios allow precise tax optimization and asset allocation tailored to specific client circumstances while maintaining alignment with our core investment philosophy and risk management principles.
People
Dianne C. White
President & CEO
CPA, CA, CFP, and TEP-certified leader focused on fostering integrity-driven client relationships and strategic growth since joining Nexus IM in 2002.
John C.A. Stevenson
Chairman & CIO
CFA charterholder overseeing investment strategy and portfolio management with over 30 years of leadership in wealth management.
Brad Weber
Vice President, Wealth Planning
CPA, CA, CFP, and CIM-certified expert in creating personalized wealth plans and advising on tax and estate strategies.
Alexandra Jemetz
Vice President, Client Service
CIM-certified leader managing private client relationships and wealth planning initiatives with a focus on client-centric service delivery.
Graham Meagher
Portfolio Manager
CFA charterholder contributing to investment team decisions with expertise in constructing diversified, risk-managed portfolios since 2013.
Questions
What services does Nexus offer?
We provide discretionary investment management and wealth planning for individuals and nonprofits with $1 million+ investable assets, including taxable accounts, RRSPs, TFSAs, and specialized portfolios.
What is the minimum investment requirement?
Nexus requires a minimum of $1 million investable assets for private clients and foundations seeking portfolio management services.
How are fees structured at Nexus?
Management fees follow a tiered schedule based on account type and market value, charged quarterly in arrears with larger portfolios benefiting from fee tapering.
Do you offer tax-efficient investment strategies?
Yes, our wealth planning integrates tax efficiency through RRSP/TFSA optimization, prescribed rate loans, and donor-advised funds for strategic charitable giving.
How are client assets protected?
All client investments are held by RBC Investor Services Trust in accounts under the client's name, with Nexus having no authority to remove funds directly.
Can I access real-time portfolio data?
Pooled fund valuations occur twice monthly, but clients access detailed monthly statements and quarterly comprehensive reports through our secure online portal.
