Ms. Nicole Crawford is a seasoned portfolio manager specializing in serving high-net-worth individuals with a focus on long-term income and capital growth mandates. With a career spanning over three decades in the investment industry, she has developed expertise in Investment Strategy, Portfolio Management, Risk Mitigation, Securities and Corporate Valuation, as well as Private Company Investments.
Nicole has built a strong investment track record marked by her consistent portfolio performance even during challenging market environments. Her professional journey has encompassed roles at various investment firms such as Summerhill Capital Management, IG Wealth Management (formerly Investors Group Securities), and Merrill Lynch Canada.
As the founder, CEO, and Chief Compliance Officer at Navroc Investment Management Inc. for over a decade, Nicole has been instrumental in serving its high-net-worth client base. Her role primarily involves providing discretionary portfolio management services with a focus on value and risk mitigation.
Nicole’s responsibilities encompass a wide range of tasks, including expert analysis of quarterly and annual financials, the identification of investment opportunities, and the development and refinement of investment strategies. She is also responsible for crafting and delivering investment presentations, as well as preparing monthly, quarterly, and annual portfolio review summaries and investment commentaries for clients.
Additionally, Nicole plays a crucial role in ensuring regulatory compliance for the company. This involves the preparation and submission of regulatory filings, staying informed about all regulatory changes, and implementing measures to ensure corporate compliance with the relevant regulations and standards.
Nicole is also one of three members of the Independent Review Committee (IRC) for BMG Funds. In this capacity, the IRC is responsible for monitoring conflicts of interest for the regulators – the Ontario Securities Commission.