Nancy Bertrand

Managing Director Canada -Market Executive

Citi Private Bank, Canada

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 60 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 25 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm AOShearman, 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 I nstitute’s Capital Markets Policy Committee and a member of CFA lnstitute’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 mentoring an adult daughter.

Chris Gandhu

Partner, Family Office Leader – Calgary

KPMG

As partner and Family Office Leader in Calgary, Chris brings over 15 years of experience advising ultra high net worth families and business owners across all dimensions of wealth. He integrates technical expertise in tax, trust, and estate planning with deep knowledge of family enterprise dynamics, helping families build structures that endure across generations.

Chris is widely recognized for his ability to blend strategic vision with practical solutions, supporting families as they navigate ownership succession, governance, and wealth transfer. His approach is grounded in empathy and collaboration, ensuring alignment not only on financial strategies but also on family values and long-term legacy.

His clients include business founders, family enterprises and family offices seeking guidance on complex wealth strategy and continuity planning.

Michelle Spears

General Manager

McCaig Family Office

Michelle has spent her career working closely with entrepreneurs, bringing a deep understanding of the opportunities and challenges that come with building and scaling businesses. From aerospace to hospitality to food processing – and, yes, even the craft beer industry –  she has had the luxury to work alongside entrepreneurs with a dream and the determination to bring it to life –  gaining experience in understanding and protecting not only their physical assets, but also the legacy, reputation, and values behind them. For the past eight years, she has focused exclusively on the family office space, with five years of experience in a multi-family office environment and the last three years in a single-family office, with the McCaig Family Office. This unique perspective allows her to bridge the entrepreneurial mindset with the complexities of wealth stewardship, governance, and legacy that define today’s family offices.

Yahya Mahmoud

President

BNQ Group

Yahya Mahmoud is a seasoned real estate investor with over 25 years of investment experience. He leads a Single Family Office focused on strategic and value add real estate investments, actively engaging in equity and debt placements. Yahya founded and exited his business from 2017 to 2023, after a two decade corporate career with Fortune 500 firms and is a proud family man with two young adults. We primarily look for co-investment / co-lending opportunities.