Burgundy Experience

  • Joined Burgundy in 2002
  • Appointed a Vice President in 2005
  • Appointed Vice President Emeritus and retired from Burgundy in 2025

Relevant Experience

  • 35 years of combined professional experience
  • Experience includes positions at: KPMG Investment Advisors Inc., CIBC, Royal Trust

Education

  • CFA charterholder
  • Fellow of the Canadian Securities Institute
  • Certified Financial Planner
  • Graduate (Finance), Algonquin College
  • Various Executive Education programs

POSTS FROM THIS AUTHOR

Volatility can be the Friend of the Patient Long-term Investor

Volatility can be the Friend of the Patient Long-term Investor

The Journal | February 2018

Last year, conversations around volatility permeated the client meetings at Burgundy. During portfolio reviews, discussions often turned to how regularly the equity market indices had been reaching ne...

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Why Stocks Beat Gold and Bonds

Why Stocks Beat Gold and Bonds

The Journal | February 2012

Warren Buffett recently wrote an article that appears in this month’s issue of Fortune Magazine, titled “Why Stocks Beat Gold and Bonds.” As we understand it, this will constitute...

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