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Our Market-Resilient Investment Strategy Achieves Long-Term Results

What is $100 invested with Nexus in 1989 worth today?

The chart illustrates the impact of this long-term investment thinking – a $100 investment in a balanced portfolio in 1989 has grown to $2,426 as at March 31, 2026.

"Nexus" reflects the returns of the Nexus North American Balanced Fund after September 30, 1997, and, until then, a composite of Nexus portfolios managed to a balanced mandate. Such returns are time-weighted, total rates measured in Canadian dollars and calculated after deducting such direct and indirect costs as applicable withholding taxes, trading commissions, custody fees and other fund/account expenses, but without deducting Nexus's management fees (which are charged to client accounts and vary by client). "CPI" is the "All-Items" Consumer Price Index for Canada, not seasonally adjusted.

Nexus Notes Quarterly


Be Careful of “Gamifying” Your Investments

Be Careful of “Gamifying” Your Investments

Topic:
Investments
Excerpt:
Are you counting your steps each day? Do you know what your “sleep score” was last night? Remarkable advancements in technology over the last 15-20
The Spandex Rule of Investing: Why “Alternative” Investments Aren’t for Everyone

The Spandex Rule of Investing: Why “Alternative” Investments Aren’t for Everyone

Topic:
Investments
Excerpt:
“Just because you can get into it, doesn’t mean you should.” This is the so-called Spandex Rule. It evokes a very particular mental image – much like