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 of Burgundy
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...
Leading the Way for Generational Wealth
The Journal | March 2024
As a third-generation wealth holder and parent to the fourth generation, Christina Sorbara understands the responsibility of managing wealth, which involves navigating family legacy, philanthropy, and...
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: In Conversation with the Honourable Margaret Norrie McCain
Minerva | March 2023
In June 2022, the Women of Burgundy hosted an intimate evening with the Honourable Margaret “Margie” Norrie McCain, one of Canada’s most prominent philanthropists, an advocate for early childhoo...
Minerva Issue 6: Women Investing in Women
Minerva | March 2023
In January 2023, Burgundy vice president Anne Maggisano sat down with Kelly Meighen, president of the T.R. Meighen Family Foundation and former chair and director of numerous not-for-profit institutio...
Minerva Issue 6: A Conversation with Janice Fukakusa
Minerva | March 2023
In November 2021, the Women of Burgundy hosted Janice Fukakusa, chancellor of Toronto Metropolitan University, corporate director, not-for-profit director, and former chief administrative officer and...
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...