Christian has more than 35 years of investment experience with BMO Nesbitt Burns as Senior Investment Advisor and Portfolio Manager. Christian received his Chartered Financial Analyst (CFA) designation in 1998.
Christian’s role is to oversee all of the group’s efforts to better service our clients. He is responsible for advising High Net Worth client accounts (individuals, holdings, foundations and endowment funds), researching investment ideas and communicating with clients.
When Christian is not working, he enjoys spending time with the family, as well as skiing, golfing, playing tennis and discovery great wines while travelling.
Nektarios has more than 20 years of investment experience in the Wealth Management industry providing families with tailored made financial strategies. He holds the Chartered Investment Manager (CIM) designation.
In 2018, Nektarios joined the Roux & Associates Team as a Wealth Advisor and Portfolio Manager. His strong knowledge will bring additional expertise with matters dealing with portfolio management and financial planning for high net worth clients.
Outside of work, Nektarios enjoys every moment with his young family; coaches’ youth sports.
Nancy has more than 20 years experience working in the Wealth Management industry, including 12 years at BMO Nesbitt Burns. Nancy received in 2013 her High Net Worth Client Wealth Advisor designation with BMO Nesbitt Burns. She has graduated with honors from HEC Montréal with a B. Comm. degree.
With a focus on wealth planning, Nancy overseas all aspects of the client service experience and works closely with all BMO wealth partners to assist clients with their financial needs.
When not working, Nancy is passionate about gardening and cooking; she loves spending time with her family, playing tennis and travelling to discover great cultural life!
Elizabeth joined the Roux & Associates Team in 2017 as an Administrative Assistant. Prior to joining BMO Nesbitt Burns, she was a customer service representative at Bank of Montreal, thus allowing her to acquire solid knowledge in banking and seamless customer service.
Elizabeth is primarily responsible for providing invaluable assistance with the administrative and operational needs of our clients. Always with a sunny smile, she is dedicated to offering our clients prompt and diligent service!
Outside of work, Elizabeth loves spending time with her family, friends and travelling to new destinations around the world.