Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
CATEGORY: Women in Investing
The Challenge of Wealth Transfer
The Journal | April 2024
Wealth transfer can be a formidable challenge, whether on an individual level, within a family dynamic, or from a business standpoint. Drawing from decades of research experience, Chief Investment Off...
Minerva: Issue 7
Minerva | March 2024
Generational wealth means more than the transfer of financial assets from one generation to the next. It is about the transfer of purpose and values that guide our decision-making....
PDF: Minerva: The Women of Burgundy Magazine, Issue 6
Minerva | March 2023
The sixth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors......
Minerva Issue 6: Years in the Making
Minerva | March 2023
With over 35 years of experience, Lisa Ritchie, CFA, has been an invaluable member of Burgundy Asset Management and the Women of Burgundy. Passionate about finance, problem solving, and helping others...
Minerva Issue 6: Ambition with Purpose
Minerva | March 2023
Sarah MacNicol joined Burgundy in 2015. Now an investment counsellor, she works directly with individuals and families to steward their investment portfolios. Sarah earned an Honours Business Administ...
PDF: Minerva: the Women of Burgundy Magazine, Issue 5
Minerva | March 2022
The fifth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
Minerva Issue 5: A Conversation with Patti Croft
Minerva | March 2022
In the spring of 2021, the Women of Burgundy hosted a conversation between Patti Croft, one of Canada’s most respected economists, and Burgundy Vice Presidents Lisa Ritchie and Anne Maggisano....
Minerva Issue 5: Grounded in Excellence
Minerva | March 2022
In the fall of 2021, Burgundy vice presidents Lisa Ritchie and Anne Maggisano sat down with Helen Kearns, CEO, and Susan Bell, President, of the investment advisory firm Bell Kearns and...