At Burgundy, we understand the responsibility of wealth.
We’ve been building long-term relationships and wealth that spans generations since 1991.
Individuals & Families
Partner with an investment manager who understands your need to protect and grow wealth over time.
Institutions
Work with an experienced team using a rigorous, research-based, bottom-up, quality/value investment approach.
Explore Burgundy
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Our Core Values
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Working with Us
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Our Investment Approach
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Sustainable Investing
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Our Investment Strategies
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Celebrating our milestones
Our core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing.
In our case, doing the right thing means doing right by our clients.
Learn more about Burgundy’s valuesWhen working with individuals and families, our focus is on understanding your unique situation and needs.
We determine an asset allocation that reflects those needs, and work closely with you over time to ensure you remain committed to your long-term goals.
Learn more about working with BurgundyQuality/value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.
Learn more about how Burgundy investsOur disciplined, bottom-up approach allows us to identify and assess ESG factors that are material to the long-term value of the companies we evaluate.
Learn more about how Burgundy integrates ESGWe offer a number of equity, balanced and credit strategies for institutional investors.
Learn more about Burgundy’s investment strategiesTake a journey through Burgundy’s past as we celebrate some of the key people, recognize the fundamental thinking, and share the pivotal moments that have shaped the firm over our 30+ year history.
Explore our story by visiting our timeline of milestonesOur core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing.
In our case, doing the right thing means doing right by our clients.
Learn more about Burgundy’s values
When working with individuals and families, our focus is on understanding your unique situation and needs.
We determine an asset allocation that reflects those needs, and work closely with you over time to ensure you remain committed to your long-term goals.
Learn more about working with Burgundy
Quality/value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.
Learn more about how Burgundy invests
Our disciplined, bottom-up approach allows us to identify and assess ESG factors that are material to the long-term value of the companies we evaluate.
Learn more about how Burgundy integrates ESG
We offer a number of equity, balanced and credit strategies for institutional investors.
Learn more about Burgundy’s investment strategies
Take a journey through Burgundy’s past as we celebrate some of the key people, recognize the fundamental thinking, and share the pivotal moments that have shaped the firm over our 30+ year history.
Explore our story by visiting our timeline of milestones
What’s New at Burgundy?
Minerva: Issue 9
Minerva | March 2026
Even after earning degrees and building meaningful careers, many younger Canadians are finding financial independence harder to achieve, as milestones like home ownership slip further out of reach. ...
2025 in Review
The Journal | January 2026
Mathew Harrison, Head of Burgundy’s Private Client Group, sat down with Burgundy’s CIO Andrew Iu to reflect on a year shaped by tariff tensions, AI enthusiasm, surging gold...
PDF: A Different Game
The View | December 2025
Amid ongoing chatter about a potential bubble, Richard Rooney explores how today’s market environment compares with the last confirmed instance 25 years ago. If 2000 was a game of checkers, 2025 is...
PDF: No Country for Old Rules
The View | November 2025
Rules give structure to our world, but what happens when they no longer serve us?...
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Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.