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123 Front Street West, 20th Floor, Toronto, Ontario, Canada

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Private banking services for dynamic individuals and families worldwide.

Citi Private Bank proudly serves more than 13,000 clients and their families globally, including 25% of the world’s billionaires. Our community embraces prominent entrepreneurs, corporate leaders, inheritors, professional investors and philanthropists as well as their family offices and private investment companies. 

Our approach combines global access with local expertise. Across North America, we are present in Los Angeles, Boston, Chicago, New York, Dallas, Delaware, Denver, Greenwich, Houston, Miami, Montreal, the Bahamas, Costa Mesa, Palm Beach, Palo Alto, Philadelphia, Phoenix, San Francisco, Seattle, Short Hills, Toronto, Vancouver and Washington. 

To preserve and grow wealth for you and your future generations, your dedicated team consisting of a Private Banker, Investment Counsellor and Associate Banker will work tirelessly to help you:

  • Build global investment portfolios
  • Address your cash needs
  • Borrow efficiently
  • Plan your wealth

Via our Global Client Service, we can also offer eligible clients in North America local accounts and relationship teams in Asia Pacific, the UK, Europe, the Middle East and Africa, giving access to investing, borrowing, banking and wealth planning opportunities in those regions.

Nancy Bertrand

Head of Canada

Meet our wealth expert

Nancy is responsible for addressing the needs of our clients in Canada.

Before joining Citi in 2006, she practiced US securities law at Shearman & Sterling LLP, specializing in cross-border corporate finance and mergers & acquisitions.

Nancy is a graduate in business administration from the Richard Ivey School of Business at Western University and also holds a Bachelor of Laws from McGill University.

She has been called to the bars of New York, Massachusetts and Ontario. She is a CFA charter holder.

Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society.

INVESTMENT

Global access

Investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers.

MANAGEMENT

Manage your cash and more

Management of your cash, safeguarding your assets and transactions, and development of your financial strategy.

LIFESTYLE

Finance your assets

Financing for a broad range of investments, including securities, real estate, art, aircraft, sports leagues, teams and stadiums.

LEGACY

Build an enduring legacy

Wealth planning services, strategies to guide your philanthropy, and preparation of your heirs and business successors.

Contact us

To help put you in touch with the right Private Bank team, please answer the following questions.

Are you an existing Private Bank client?

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant  privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

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The AUM (USD) of my single family office is...

Thank you for your interest in Citi Private Bank.

Our family office services are only available to single family offices with over $100 million in AUM. 

Thank you for your interest in Citi Private Bank.

Our services have a minimum investment level of $5 million.

Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.

To find out more: Visit Citigold

Thank you for your interest in Citi Private Bank.

Our services are only available to individuals & family offices.

Based on the information provided, we believe that a Citi Commercial Bank may be most appropriate for your needs.

To find out more: Visit Citi Commercial Bank

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I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

Online privacy notice

How can we help you?

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

Online privacy notice

Thank you for your interest in Citi Private Bank. A member of our team will be in touch with you shortly.

Thank you for contacting Citi Private Bank. Your enquiry has been forwarded to your relationship team who will be in touch as soon as possible.

        

Citi Private Bank is dedicated to helping dynamic individuals and their families preserve and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and Citi Private Alternatives, LLC ("CPA"), member of FINRA and SIPC and Citi Global Alternatives, LLC (“CGA”). CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

Notice at Collection | Do Not Sell or Share My Personal Information | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions | The Sustainable Finance Disclosure Regulation | APAC Banking Service Charges and Call Deposit Rate | Citibank, N.A. Hong Kong / Singapore Branch Environmental Risk Management Disclosure for Discretionary Asset Management

To learn about CGMI and Citi Private Alternatives and Citi Global Alternatives investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

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