Tag: investment counselling
Mathew Harrison

The Multi-Stage Time Horizon

If you have spent any time in consultation with an investment firm/advisor, you will have had some experience with what the industry refers to as the Know Your Client (KYC) form. It asks questions about your investment knowledge, income, net … Read More →

Anne Maggisano

It’s Different This Time

In my family, I’m the sixth of 16 cousins. There are 10 girls and six boys, and we range in age from the late 20s to early 40s. This holiday season my wish is for them to understand that it’s … Read More →

Mathew Harrison

The Investment Counsellors’ Corner

At Burgundy, we have two overlapping segments to our business. At our core we are investment managers, investing according to a long-term value philosophy with a goal of achieving superior absolute investment returns for our clients. In addition to acting … Read More →