Jackie Richards joined Nexus in 2002 and supports the wealth managers and their clients.
As a Manager, Operations & Senior Client Service Associate, Jackie focuses on supporting the wealth managers and their clients as well as manage firm operations. From processing client forms, documentation and transactions to client reporting and facilitating trades with the portfolio management system, Jackie is an integral part of our administrative team. Jackie is also responsible for the internal reporting system.
At Nexus, Jackie works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments. Before joining Nexus, Jackie was with another firm in the investment industry.
Areas of focus:
- Client and Portfolio Manager Support
- Transaction Execution
- Internal Reporting System Management
- Office Administration
More from Jackie
See Jackie's most recent Blog post.
Donor Advised Funds: An Overview
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
More from Jackie
See Jackie' most recent Blog post.
The Case for An Annual Family Roundtable
Topic:
Wealth Planning
Excerpt:
Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me
More from Jackie
See Jackie's most recent Blog post.
The Imperfect Art of ESG
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
More from Jackie
See Jackie's most recent Blog post.
More from Jackie
See Jackie' most recent Blog post.
The End of an Era – Inflation is Back!
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
More from Jackie
See Jackie' most recent Blog post.
Embracing the Golden Years: A Journey of Reflection and Wisdom
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
More from Jackie
See Jackie's most recent Blog post.
Where Have All the Boutiques Gone?
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
More from Jackie
See Jackie's most recent Blog post.
Don’t Worry, Be Happy
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
More from Jackie
See Jackie's most recent Blog post.
First Home Savings Accounts (FHSA) Are Here!
Topic:
Wealth Planning
Excerpt:
We are pleased to announce that Nexus now offers FHSAs to our clients.
More from Jackie
See Jackie's most recent Blog post.
And… We’re Live! Announcing Our New Website
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
More from Jackie
See Jackie's most recent Blog post.
Capital Gains, Charitable Acts, and the New Alternative Minimum Tax
Topic:
Tax Planning
Excerpt:
If you regularly make charitable donations or perhaps sit on the board of a charitable organization, you might be wondering what all the hubbub
More from Jackie
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More from Jackie
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Getting to the “Good Life”
Topic:
Living to 100
Excerpt:
“What do I need for a good retirement?”
More from Jackie
See Jackie's most recent Blog post.
You May Have a Trust and Not Even Know It
Topic:
Tax Planning
Excerpt:
There is a significant change this tax season as additional reporting requirements have been introduced for trusts and bare trusts.
More from Jackie
See Jackie's most recent Blog post.
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More from Jackie
See Jackie's most recent Blog post.
The Joy of Doing Nothing Together!
Topic:
Pearls of Wisdom
Excerpt:
Life seems to be a never-ending balancing act, doesn't it?