Few investment counsellors offer financial counselling and investment management under the same roof, but at Nexus, we encourage our clients to get the benefit of both.

Financial counselling services assist you with tax efficiency, estate planning and investment structuring. We develop an integrated financial and investment plan that is confidential and includes an asset allocation tailored to your circumstances and attitude to risk. Over time, we will work with you to update the plan.

Financial counselling is available at no incremental fee for clients investing $1 million or more with Nexus, and on a fee-for-service basis otherwise.