Nexus Investments

Nexus Investments is a wealth planning and investment management firm focused on helping clients achieve their financial goals through a market-resilient, long-term investment strategy. Their core services include wealth planning and investment management. They emphasize disciplined and focused investing for the long term. A key aspect of their strategy is illustrated by their historical performance, where a $100 investment in a balanced portfolio in 1989 grew to $2,287 by September 30, 2025. This demonstrates their commitment to long-term value creation. The firm also publishes a quarterly newsletter, "Nexus Notes," covering investing, personal finance, tax planning, and market trends. This demonstrates thought leadership and a commitment to client education. Recent topics covered include navigating AI, addressing client questions on the economy and stock market, and holiday reading recommendations. Their investment approach is characterized by a balanced mandate, reflected in the returns of the Nexus North American Balanced Fund. Returns are time-weighted, total rates measured in Canadian dollars, and calculated after deducting direct and indirect costs such as withholding taxes, trading commissions, custody fees, and other fund/account expenses, but without deducting Nexus's management fees. This focus on transparency and client-centric value is a key element of their investment philosophy. They provide insights on various financial planning topics through their blog, including tax strategies, investment guides for young investors, and charitable giving. Overall, Nexus Investments aims to provide comprehensive wealth planning and investment management services with a focus on long-term, market-resilient results, coupled with educational content to empower their clients.

Wealth planning, investment management, personal finance, tax planning, markets

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