Nancy Ross

Nancy Ross is the Managing Director and Senior Relationship Manager at HSBC Private Banking, a position held since 2007. Prior to HSBC, they worked as a Private Banker at Barclays Wealth Management and in various roles as a Certified Financial Planner and Tax Advisor at Kerr Financial, Northwood Family Office, and Scotia McLeod. In their early career, Nancy served as an Auditor and Tax Advisor at EY. They earned a Bachelor's degree in Economics from Queen's University and an MBA in Accounting from the University of Toronto's Rotman School of Management, and they are currently pursuing a Chartered Wealth Manager designation from the Chartered Institute for Securities & Investment.