Partnering with individuals and families in Canada since 1991.
At Burgundy, we understand our clients’ need to protect and grow wealth over time. We build relationships with individuals and families who share our investment philosophy and long-term view, and who are looking for an independent investment manager with a strong track record of investing globally.
Our relationships span years and cross generations. In our more than 25-year history, one-third of our clients have been with us for over 10 years, and a quarter of our relationships with individuals and families exceed 15 years.
As a client of Burgundy, there is no intermediary. Our clients have a direct relationship with the people who make investment decisions on their behalf. And, since more than two-thirds of our people are owners in the firm, our interests are directly aligned with our clients.
Our Investment Counsellors are fiduciaries, not commissioned sales people, who work with our clients to devise a customized investment strategy. Their goal is to put our clients in the best position to meet their long-term investment objectives. Over time, they work with our clients to ensure their investment strategies remain appropriate in changing market conditions and as their financial circumstances evolve.
Our customized investment strategies leverage Burgundy’s proprietary investment platform. For over 25 years, our Investment Team has built a deep understanding of investment opportunities in fixed income and equities, and within equities across the geographic regions of Canada, the U.S., Europe, Asia and Emerging Markets.
We believe in clear and open communication. In addition to extensive investment reporting, our clients receive original communication pieces and invitations to educational events to better understand our views regarding particular subjects and market events. We work with our clients to help them understand their investments, because we believe education about investing is an essential component of long-term investment success.
Our Beaujolais division was launched in 2004 to address the unique needs of successful professionals and entrepreneurs. These busy individuals and families are typically in the wealth building phase and have outgrown retail mutual fund offerings and brokerage accounts. They are looking to begin a relationship with a discretionary investment manager that understands their distinctive financial circumstances, individual goals and growth objectives.
The Women of Burgundy’s mission is to build a community that inspires women to make investing a priority. Members of the community come together at keynote speaker events, investment seminars, and book clubs, designed to foster curiosity and confidence in investing.
Since our launch in April 2014, more than 500 members have been inspired to make investing a priority.