Investment management + financial counselling:
an integrated approach

We take a holistic view of wealth management.

The Nexus Investments Process

From the initial client discovery stage, through the financial counselling exercise, to the implementation of the investment strategy – and beyond – Nexus is with you every step of the way.

While it applies to everyone, this process is tailored to the specific needs of each client. Some arrive in our office with a clear understanding of their investment objectives, while others use our financial counselling services to assist them in their goal-setting. In each case, open communication and regular review are critical to long-term success – success that is demonstrated by our extremely high client retention rate and 28 years of proven investment track record.

Nexus manages portfolios for both private clients (families and individuals) as well as foundations and endowments who are able to invest $1 million in our pooled funds or $2 million in our segregated portfolios.  The benefits our clients receive are immeasurable – our high-quality investment approach and our financial counselling expertise combines with a high-touch service model to deliver expert, trusted financial advice at every stage in their lives. Our reward is knowing we’ve given clients the peace of mind to sleep at night, and the freedom to focus on what matters to them most.

Portfolio Management

We structure client portfolios to do three things: produce superior investment returns over the long term, preserve capital in down markets, and dampen the distracting ups and downs in volatile times. It’s a disciplined and patient philosophy. We apply our growth­-at-a-reasonable-price (“GARP”) process to select stocks that offer both growth and defensiveness. Read more about our process and its impact on our investment track record.

Financial Counselling

Nexus financial counselling services assist clients with tax efficiency, estate planning and investment structuring. These services are intelligently integrated into the investment management process to create a clear roadmap for achieving your desired financial objectives and the long-term growth of your portfolio.

Flexible & Tailored Approach

Most clients achieve the right blend of diversification, customization and cost efficiency by holding a combination of the three pooled funds we manage – the Nexus North American Equity, Balanced and Income Funds. For some clients with special circumstances, their needs may be better met with a segregated account.

Independent Advice

Nexus is truly independent. We receive no commissions or other incentives to promote particular ‘products’. You will benefit from counsel that is based solely on objective analysis, industry experience, and the Nexus commitment to honest and open communication. Nexus professionals invest alongside our clients, ensuring that our interests are directly aligned with yours.

A Team Effort for Every Client Relationship

Every client enjoys the attention of a team of professionals. One of our senior principals will be your main point of contact, with a second principal as an alternate. The direct connection with the owners of the firm guarantees a high degree of accountability. As needed, one of our financial counselling professionals will be actively involved to ensure your long-term goals remain clear and in focus.

Build your wealth and a personal financial plan under one roof.

If you have investable household assets of $1 million or more,

Schedule a no-pressure, free consultation today
and put our proven process to work for you.

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Nexus Investments