Team

A


James Arnold

Vice President, Portfolio Manager

  • Fixed Income

Tony Arrell

Chairman

  • Joined Burgundy in 1993
  • 50 years of combined professional experience
  • Former Chief Executive Officer

B


Gustavo Ballvé

Investment Analyst

  • Emerging Markets equities

Lloyd G. Barbara

Vice Chairman

  • Joined Burgundy in 1994
  • 50+ years of combined professional experience
  • Former Vice President of Marketing, Pension and Investment Services for Confederation Life

Claude Bédard

Vice President, Investment Counsellor

  • Individuals & Families in Quebec and Ontario
  • Foundations & Endowments in Quebec and Ontario
  • Family Offices in Quebec and Ontario

Kevi Begolli

Investment Analyst

  • High-yield fixed income

Lucas Bertrand-Sittler

Investment Analyst

  • European equities

Angela Bhutani

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Steve Boutin

Senior Vice President, Portfolio Manager

  • U.S. small / mid-cap equities

Kenneth A. Broekaert

Senior Vice President, Portfolio Manager

  • European equities
  • Global equities

Paul Buligan

Senior Institutional Relationship Manager

  • Canadian Pension Plans
  • Canadian Foundations & Endowments
  • Canadian Corporations

C


Oliver Cardoso

Investment Analyst

  • U.S. small / mid-cap equities

Ching Chang

Investment Analyst

  • Emerging Markets equities

Andrew Choi

VICE PRESIDENT, INVESTMENT ANALYST

  • European equities

Micha H. Choi

Associate Investment Counsellor

  • Canadian Individuals & Families

Kyle Coatsworth

Vice President, Head of Institutional

  • Institutions
  • Foundations & Endowments
  • Family Offices

Julie Cordeiro

Vice President, Chief Administrative Officer and General Counsel

  • 15+ years of legal, regulatory and compliance experience
  • Investment industry advocate

D


Jeff Daley

Vice President, Portfolio Manager

  • U.S. mid-cap equities

Rachel Davies

Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Lauren Davis Landau

Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Anne Mette de Place Filippini

Senior Vice President, Deputy Chief Investment Officer and Portfolio Manager

  • Joined Burgundy in 2008
  • 25+ years of combined professional experience
  • Master of Economics, University of Copenhagen

Evan Delaney

Investment Analyst

  • Fixed Income

Ayrton David Dick

Relationship Manager

  • U.S. Institutions
  • U.S. Foundations & Endowments
  • U.S. Family Offices

Andrew Dimock

Relationship Manager

  • U.S. Institutions
  • U.S. Foundations & Endowments
  • U.S. Family Offices

Greg Dowdall

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Philip Doyle

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Jennifer Dunsdon

Senior Vice President, Chief Information Officer

  • Joined Burgundy in 2001
  • 20+ years of combined professional experience
  • Oversees Communications, Business Systems, Technology and Performance

E


Michael Elkins

Investment Analyst

  • European equities

F


Jock K. S. Fleming

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

G


Mark Gallien

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Donald Gawel

Investment Analyst

  • U.S. small / mid-cap equities

Eric W. Goldstrand

Senior Vice President, Head of International Client Group

  • Individuals & Families
  • Institutions, Family Offices
  • Foundations & Endowments

H


Mathew Harrison

Vice President, Head of Private Client Group

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Vincent E. Hunt

Vice President, Portfolio Manager

  • Fixed Income

I


Andrew Iu

Vice President, Director of Research, Investment Analyst

  • Canadian small-cap equities

J


Amir Jafri

VICE PRESIDENT, HEAD OF BUSINESS SYSTEMS & TECHNOLOGY

  • Business Systems, Technology & Architecture
  • Information Risk Management
  • Project Management

K


Ian Keiper

Investment Analyst

  • Canadian small-cap equities

L


Cathy Hui Chun Lin

Chief Compliance Officer

  • Joined Burgundy in 2015
  • 15 years of combined professional experience
  • Experienced with Asian, European, U.S. and Canadian securities regulation

Ariel Lubecki

Senior Institutional Relationship Manager

  • Canadian Pension Plans
  • Canadian Foundations & Endowments
  • Canadian Corporations

M


Allan MacDonald

Senior Vice President, Portfolio Manager

  • Canadian small-cap equities

Anne Maggisano

VICE PRESIDENT, CLIENT RELATIONS

  • Canadian Individuals & Families
  • The Women of Burgundy

Sylvie Méthot

Vice President, Head of Canadian Institutional Client Group

  • Canadian Pension Plans
  • Canadian Foundations & Endowments
  • Canadian Corporations

Caroline Montminy

Vice President, Investment Counsellor

  • Individuals & Families in Quebec and Ontario
  • Foundations & Endowments in Quebec and Ontario
  • Family Offices in Quebec and Ontario

Meghan Moore

Associate Investment Counsellor

  • Canadian Individuals & Families

Kate Mostowyk

Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Jeff Musial

Vice President, Investment Analyst

  • Asian equities

O


Conor O'Kelly

Investment Analyst

  • U.S. equities

Matthew O'Meara

Investment Analyst

  • Asian equities

Terry Ouyang

Investment Analyst

  • Emerging Markets equities

P


Craig Pho

Senior Vice President, Portfolio Manager

  • Asian equities

R


Kyle Rathwell

Investment Analyst

  • U.S. equities

Lisa Ritchie

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Richard E. Rooney

President, Chief Investment Officer

  • Joined Burgundy in 1995
  • 35+ years of combined professional experience
  • Fellow of CPA Ontario

S


Mike Sandrasagra

Senior Institutional Relationship Manager

  • Canadian Pension Plans
  • Canadian Foundations & Endowments
  • Canadian Corporations

Robert Sankey

Chief Executive Officer

  • Joined Burgundy in 2005
  • 20 years of combined professional experience
  • 10+ years of investment experience in equity and fixed income, including four years as Director of Research

Dimitar Shapov

Investment Analyst

  • U.S. equities

Stephen Shuttleworth

Vice President, Investment Analyst

  • Canadian equities

Christian Sisak

Investment Analyst

  • Canadian equities

Balkar Sivia

Vice President, Investment Analyst

  • Emerging Markets equities

Fayaz Suleman

Vice President, Chief Financial Officer and Head of Operations

  • Joined Burgundy in 2015
  • 15+ years of combined professional experience
  • Oversees Operations, Corporate Accounting and Fund Accounting

V


David P. Vanderwood

Senior Vice President, Portfolio Manager

  • Canadian equities

W


Charles Walker

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

Doug Winslow

Vice President, Portfolio Manager

  • U.S. equities