Our clients enjoy the attention of a team of professionals who will be actively involved to ensure your long-term goals remain clear and in focus. Denys Calvin joined Nexus in 2007 and is responsible for overseeing firm operations as well as the management of client portfolios. Fergus joined Nexus in 2000.
He chairs the investment management committee and is responsible for specific client relationships and client portfolios. Ian Ligertwood joined Nexus in 2021 and is part of the operations team with a focus on the firm's technology. Lily Lucacescu joined Nexus in 2021 and focuses on office management and administration for the firm.
He chairs the investment management committee and is responsible for specific client relationships and client portfolios. Ian Ligertwood joined Nexus in 2021 and is part of the operations team with a focus on the firm's technology. Lily Lucacescu joined Nexus in 2021 and focuses on office management and administration for the firm.
Services
High quality portfolios and a long time horizon contribute to our success in achieving strong, long-term, absolute returns. Our proven, disciplined approach gives us the conviction to build a high quality, low turnover, low volatility portfolio of 35 to 45 North American stocks that we can hold for the long-term.
The Nexus Report is where you'll find a comprehensive review of each quarter, including our four Nexus pooled funds and our thoughts on the market outlook. Smiles have returned to investors' faces. 2018 was a tough year, punctuated by the worst December performance by the S&P 500 in the U.S. since 1931.
We regularly host clients for a variety of presentations on fund performance, market commentary, and annual client events. These events are a great opportunity to meet with our clients, provide information and answer any questions they may have. Often these questions and answers become topics in our blog.
At Nexus, we take great care in producing thoughtful, quality and relevant content. We write about our views on investing and wealth planning, current events, updates on financial planning strategies (including estate and tax planning), and firm news. Canada was a medal-winning machine at the Pyeongchang Olympics with an overall third place finish and a record setting 29 medals.
We believe it's simple: a good plan is the key to making the right financial decisions and building long-term wealth. Our wealth planning process is tailored to the specific needs of each of our clients. It will assist you with tax efficiency, estate planning and investment structuring. Establishing your goals, determining your risk tolerance, and assessing your financial situation are the cornerstones of our wealth planning process.
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