As Head of Retail Investment Specialists, Roxane focuses on delivering impactful investment insights and solutions to retail clients. She is a senior investment professional bringing over a decade of experience across asset management, product research, and investment communications.
Roxane is known for her collaborative leadership style, strong analytical acumen, and ability to craft compelling investment content — from thought leadership and investment presentations to podcasts and advisor education. She is known for her ability to translate complex investment strategies into clear, actionable narratives.
Prior to her current role, Roxane has been instrumental in leading a team that shaped the communication of TD Asset Management’s investment strategies. Her fund coverage has included full portfolio solutions, liquid alternatives, private alternatives, fixed income, and outcome-driven mandates.
Throughout her career, she held progressively senior roles at TD Wealth and TD Asset Management, where she led initiatives across product due diligence, investment manager research, and client portfolio management.
Roxane is a CFA charterholder and holds the CAIA designation. She earned her BBA in Finance and Economics from Bishop’s University.
A look into the methodology that drives BMO Global Asset Management’s quantitative team mandates — a disciplined core process working in lockstep with strategy-specific constraints to produced a set of robust, proven strategies.