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.
Work with an experienced team using a rigorous, research-based, bottom-up, quality-value investment approach.
Our Core Values
Working with Us
Our Investment Approach
Our Investment Strategies
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.
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.
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.
Our disciplined, bottom-up approach allows ESG factors to be evaluated at the onset of the investment process.
What’s New at Burgundy?
The Journal | January 2023
For foundations and endowments to be successful, they must be managed, sustained, and grown over the long term. However, long-term planning can be challenging, especially during periods of volatility...
The Journal | December 2022
In our latest Journal, Investment Analyst David Hao draws parallels between Korea and China and considers how comparative research allows for more informed investment decisions. Key Points: St...
The Journal | November 2022
Off the heels of last week’s market rally, you might be wondering what this recent spike means for you and your investments. Mathew Harrison breaks down what influences market...
The Journal | October 2022
As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani sat down with Burgundy’s Chairman and Co-Founder Tony Arrell, his wife Anne, and their daughter...
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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.