Nexus Investment Management
Julie Crothers, MBA, CIM, CFP, is a seasoned finance professional with extensive experience in client service and wealth management. As Vice President of Client Service & Wealth Management at Nexus Investment Management since April 2022, Crothers previously served as Portfolio Manager at Wealthsimple and held senior roles at Coleford Investment Management and Jones Collombin Investment Counsel Inc. Crothers possesses a strong educational background, having earned an MBA from the University of Toronto - Rotman School of Management, a BA from McGill University, and professional designations as a Chartered Investment Manager and Certified Financial Planner.
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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.