Christie Rose
Calgary
Vice President & Portfolio Manager
As a Private Client Portfolio Manager, Christie is responsible for the development, implementation and management of investment portfolios and policies for high net worth individuals, endowments, foundations and not-for profit organizations. Christie has been in the investment industry for over 15 years where she has developed a strong partnership with Independent Advisors and their clients.
Prior to joining Guardian Capital Advisors LP, Christie was with a large, global mutual fund company where she was managing private high net worth portfolios through the independent advisory channel. In addition, Christie also served as a member of their multi-manager committee responsible for the monitoring and construction of two highly successful managed account solutions. Christie also had a very successful career within the Investment Counseling area of a large Canadian Bank where she managed high net worth portfolios which included coverage of Trust and Estate accounts. Christie began her career at an Investment Management business unit of one of Canada’s largest life insurance companies where as a portfolio analyst she was involved in several capacities ranging from asset/liability modeling to US Fixed Income securities. Christie has a BA Economics from the University of Calgary and obtained her CFA designation in 2001.