Full Name
Nancy Bertrand
Job Title
Managing Director, Head of Citi Private Bank, Canada
Company
Citi
Speaker Bio
Nancy Hoi Bertrand is Managing Director and Head of Citi Private Bank, Canada. In this role, she is responsible for the
growth of the business in Canada, which serves and advises ultra-high net worth families, foundations and single-family
offices on wealth preservation and creation, with a particular focus on alternative and international investments.
Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20
countries, the Private Bank offers services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Its
Canadian offices are in Toronto, Montreal and Vancouver.
Having originally joined Citi Private Bank in 2006, Nancy has over 20 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm, Shearman & Sterling LLP, specializing in cross-border corporate finance and mergers and acquisitions.
Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society and former Chair of its Governance and Nominations Committee. She was a member of the CFA Institute's Capital Markets Policy Committee and a
member of CFA Institute's Global Corporate Governance Task Force and received her Chartered Financial Analyst designation in 2002.
Nancy is a graduate in Business Administration (Dean's List) from the Richard Ivey School of Business at Western University and a Bachelor of Laws (great distinction) from McGill University. She has been called to the bars of the State of New York, the
Commonwealth of Massachusetts and the Province of Ontario. She previously sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle, speaks Mandarin, Cantonese and French, is married and raising a teenage daughter.
growth of the business in Canada, which serves and advises ultra-high net worth families, foundations and single-family
offices on wealth preservation and creation, with a particular focus on alternative and international investments.
Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20
countries, the Private Bank offers services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Its
Canadian offices are in Toronto, Montreal and Vancouver.
Having originally joined Citi Private Bank in 2006, Nancy has over 20 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm, Shearman & Sterling LLP, specializing in cross-border corporate finance and mergers and acquisitions.
Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society and former Chair of its Governance and Nominations Committee. She was a member of the CFA Institute's Capital Markets Policy Committee and a
member of CFA Institute's Global Corporate Governance Task Force and received her Chartered Financial Analyst designation in 2002.
Nancy is a graduate in Business Administration (Dean's List) from the Richard Ivey School of Business at Western University and a Bachelor of Laws (great distinction) from McGill University. She has been called to the bars of the State of New York, the
Commonwealth of Massachusetts and the Province of Ontario. She previously sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle, speaks Mandarin, Cantonese and French, is married and raising a teenage daughter.
Speaking At
