Category: Investment counselling & the client experience
Kyle Coatsworth

How Do You Feel about Volatility?

This is a critical question to answer when you sit down with your Investment Counsellor to construct an appropriate asset allocation for your portfolio. It is also a timely question in the current capital market environment where stock prices have … Read More →

Philip Doyle

Why Own Bonds?

At Burgundy, we believe that the best way to grow wealth over the long run is to own the equity of great businesses. However, we still recommend that many of our clients hold some bonds. With interest rates at record … Read More →

Anne Maggisano

Women of Burgundy – Celebrating One Year

Have you ever wondered what happens when a company begins to invest its resources in the women in its community? Well, exactly one year ago, Burgundy did just that. We decided that we were going to invest our time, energy, … Read More →

Joe Rooney

What Keeps Burgundy Up at Night?

Regardless of market conditions, there is one question we regularly field in client meetings: “What keeps you up at night?” For me, it is a potential misunderstanding between us and our clients. In the financial world, it is easy to … Read More →