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Team

Our Team | Nexus Financial Strategies
The People Behind the Plan

Meet the Team

Dedicated professionals committed to helping you navigate your financial journey with confidence, clarity, and a personalized approach.

The Full Team

Declan Rose — Associate Financial Advisor

Declan Rose

Associate Financial Advisor
Declan Rose serves as an Associate Financial Advisor at Nexus Financial Strategies, actively transitioning into a more advisory role. He supports comprehensive financial planning and directly manages client relationships. Declan Rose serves as an Associate Financial Advisor at Nexus Financial Strategies, where he is actively transitioning into more of an advisory role. His responsibilities include supporting comprehensive financial planning and direct management of client relationships.

Declan holds a Bachelor of Commerce degree and is investment licensed. He has completed the Canadian Securities Course, a key milestone toward earning the Certified Financial Planner® designation. This advanced training reflects his commitment to delivering informed, strategic advice and positioning himself as a trusted resource for clients.

Originally from Norfolk County and now based in Welland, Declan brings a strong work ethic and a passion for continuous learning to his role. His professional development ensures that clients benefit from both technical expertise and a forward-thinking approach to wealth management.
Cherrilyn Lee — Financial Advisor

Cherrilyn Lee

Financial Advisor
With over a decade of experience in the financial services industry, Cherrilyn brings a client-first mindset — helping people not only reach their goals but truly enjoy the journey along the way. With over a decade of experience in the financial services industry, including a distinguished tenure as a financial planner at a bank, Cherrilyn has built her career on empowering individuals to take confident ownership of their financial futures. At Nexus Financial, she brings a client-first mindset — helping people not only reach their goals but truly enjoy the journey along the way.

She believes that financial planning is about more than numbers — it’s about clarity, confidence, and creating a life aligned with your values. Her approach is rooted in education, transparency, and building lasting relationships that support long-term success.

Beyond the office, Cherrilyn is passionate about giving back. Whether through community fundraising or volunteering, she is committed to making a meaningful impact and advocating for financial literacy as a tool for empowerment and inclusion.
Tanya Dixon — Administrative Coordinator

Tanya Dixon

Administrative Coordinator
With over 27 years of experience as a Legal and Administrative Assistant, Tanya brings a wealth of knowledge in legal documentation, office management, and client service. With over 27 years of experience as a Legal and Administrative Assistant, Tanya brings a wealth of knowledge in legal documentation, office management, and client service. Her reputation for precision, professionalism, and unwavering reliability makes her a natural fit for our fast-paced, detail-oriented environment.

Tanya’s exceptional organizational skills and calm, supportive presence help ensure everything behind the scenes runs smoothly — allowing the rest of our team to focus on financial planning for our clients.

Beyond the office, Tanya enjoys quality time with her family, which she credits as her source of balance and motivation. We’re excited to have her on board and look forward to all the ways she’ll contribute to helping us serve you better.

Get Started with Our Team Today

To find out how Nexus Financial Strategies can help you achieve your goals, book a meeting with our team.

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