Nexus Investment Management
Brad Weber, CPA, CA, CFP®, CIM®, MMPA, is an experienced finance professional currently serving as Vice President and Head of Wealth Planning at Nexus Investment Management since August 2019. Prior to this role, Brad held the position of Director of Wealth Planning at BMO Private Banking from January 2011 to July 2019, where responsibilities included developing comprehensive financial plans for high net worth clients, focusing on tax and estate planning, and delivering educational seminars. Brad’s earlier experience includes significant roles at BMO Financial Group, where Brad improved management reporting and budget processes, and at Nortel Networks and Deloitte & Touche LLP, where Brad contributed to financial analysis and audit engagements. Brad holds a Master of Management and Professional Accounting from the University of Toronto and an Honours Bachelor of Arts in History from Western University.
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Nexus Investment Management
Nexus Investments provides discretionary investment management and financial counselling to affluent individuals, families, trusts, estates and foundations. Our integrated, disciplined portfolio management and customized financial planning helps our clients achieve their financial goals. Few investment counsellors offer financial counselling and investment management under the same roof, but at Nexus, we do both. An integrated financial and investment plan means an asset allocation tailored to your circumstances and attitude toward risk. Planning helps identify how much you need to save, how much you can afford to spend and when you can retire. We are independently managed. Our principals invest alongside clients, directly aligning our interests with our clients’ long-term investment success.