As a Vice President & Investment Analyst on the investment team, Alana focuses on the investment process including fundamental equity research, financial analysis and portfolio management. She is an integral part of the firm’s fixed income team. At Nexus, Alana works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.

Before joining Nexus, Alana worked with RBC Capital Markets in Institutional Sales and prior to that, with RBC Wealth Management as a fixed income portfolio advisor. She holds the CPA and CFA designations and graduated from the Queen’s University Bachelor of Commerce program. Alana has served on the Board of Directors and the Investment Committee at the Massey Centre for Women.

Areas of focus:

• Investments
• Fixed Income

Designations & Specialties:

• Chartered Professional Accountant, Chartered Accountant (CPA, CA)
• Chartered Financial Analyst^® (CFA)

Education:

• Queen’s University