Nancy Bertrand

Nancy Bertrand, LL.B., CFA, is a trusted advisor to some of Canada’s most successful entrepreneurs, leading a diverse team in Toronto and Montreal at Citi Private Bank. Currently serving as Managing Director, they specialize in providing wealth management services to ultra-high net worth individuals and families. Nancy has also held positions as Market Executive and Director at Citi, and previously worked as an associate at Shearman & Sterling LLP, focusing on cross-border corporate finance. They are an active board member at Golf Ontario and have held leadership roles at CFA Society Toronto. Nancy continues their education at McGill University and Ivey Business School at Western University.