Team | Burgundy Asset Management

A - Z

A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z

A

Achilleas Taxildaris

Achilleas Taxildaris

Investment Analyst

Canadian large-cap equities

Allan MacDonald

Allan MacDonald

Senior Vice President Emeritus

Joined Burgundy in 1995
30+ years of combined professional experience
Launched Burgundy’s Canadian Small Cap and U.S. Small Cap strategies

Andrew Iu

Andrew Iu

Chief Investment Officer, Portfolio Manager

Joined Burgundy in 2013
Portfolio Manager for Partners' Global
15 years of investment experience, including 7 years as Director of Research

Angela Bhutani

Angela Bhutani

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Anne Maggisano

Anne Maggisano

Vice President, Investment Counsellor

Canadian Individuals & Families
Women of Burgundy

Ayrton Dick

Ayrton David Dick

Vice President, Senior Relationship Manager

Institutions
Foundations & Endowments
Family Offices

B

blake-mcquattie

Blake McQuattie

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

C

Caroline Montminy

Caroline Montminy

Vice President, Investment Counsellor

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

Charles Walker

Charles Walker

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Claude Bédard

Claude Bédard

Vice President Emeritus

Joined Burgundy in 2006
40+ years of combined professional experience
Former Head of Burgundy’s Montreal office

Conor O'Kelly

Conor O'Kelly

Investment Analyst

U.S. equities

Craig Pho

Craig Pho

Senior Vice President, Portfolio Manager

Asian equities

D

Daniel Perrault

Daniel Perrault

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

dave-borg

Dave Borg

Vice President, Head of Operations

Joined Burgundy in 2016
30 years of combined professional experience
Oversees Client Accounts and Operations

David Vanderwood

David Vanderwood

Senior Vice President, Portfolio Manager

Canadian equities
Global equities

Dimitar Shapov

Dimitar Shapov

Vice President, Portfolio Manager

Emerging Markets equities

Donald-Gawel

Donald Gawel

Vice President, Portfolio Manager

U.S. small/mid-cap equities

doug-winslow

Doug Winslow

Senior Vice President, Portfolio Manager

U.S. equities
Global equities

G

Greg Dowdall

Greg Dowdall

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Gurpreet Kataure

Gurpreet Kataure

Vice President, Head of Technology & Business Solutions

Joined Burgundy in 2018
20+ years of combined professional experience

Gustavo Ballve

Gustavo Ballvé

Vice President, Investment Analyst

Emerging Markets equities

H

Hailey Xu

Hailey Xu

Investment Analyst

Emerging Markets equities

Hayley-Conacher

Hayley Conacher

Vice President, Investment Analyst

Corporate credit
Government bonds

J

Jacoline Loewen

Jacoline Loewen

DIRECTOR, HIGH-NET-WORTH RELATIONSHIPS

Individuals & Families
Foundations & Endowments
Family Offices

james-arnold

James Arnold

Senior Vice President, Portfolio Manager

Fixed Income & Credit
Portfolio Manager for Balanced investment strategies

james-boulter

James Boulter

Deputy Portfolio Manager

U.S. small/mid-cap equities

Jennifer Dunsdon

Jennifer Dunsdon

Senior Vice President, Head of Client Experience

Joined Burgundy in 2001
25+ years of combined professional experience

jessie-bobinski

Jessie Bobinski

Vice President, Investment Counsellor

Individuals & Families in British Columbia, Alberta & Saskatchewan
Foundations & Endowments in British Columbia, Alberta & Saskatchewan
Family Offices in British Columbia, Alberta & Saskatchewan

Josh Sangha

Josh Sangha

Investment Analyst

U.S. equities

Julie Cordeiro

Julie Cordeiro

Senior Vice President, Chief Administrative Officer

Joined Burgundy in 2016
25 years of combined professional experience

Julie-Tanna

Julie Tanna

Investment Analyst

Corporate credit
Government bonds

K

karen-mintz

Karen Mintz

Vice President, Chief Compliance Officer & Associate General Counsel

20+ years of legal, regulatory & compliance experience

Kate Mostowyk

Kate Mostowyk

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Ken Broekaert

Kenneth Broekaert

Senior Vice President, Portfolio Manager

European equities
Global equities

kim-nemeth

Kimberly Nemeth

Senior Relationship Manager

Pension Plans
Foundations & Endowments
Corporations

Kyle Coatsworth

Kyle Coatsworth

Senior Vice President, Head of Institutional

Institutions
Foundations & Endowments
Family Offices

Kyle Stolys

Kyle Stolys

Vice President, Investment Analyst

European equities

L

lauren-landau

Lauren Davis Landau

Vice President, Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Lloyd Barbara

Lloyd Barbara

Director Emeritus

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

Lucas Bertrand-Sittler

Lucas Bertrand-Sittler

Vice President, Investment Analyst

European equities

M

Mark Gallien

Mark Gallien

Vice President Emeritus

Joined Burgundy in 2002
35 years of combined professional experience

mark-keil

Mark Keil

Vice President, Chief Financial Officer

Joined Burgundy in 2015
15+ years of combined professional experience
Oversees the financial activities of the organization while supporting the long-term strategic priorities of Burgundy

Mathew Harrison

Mathew Harrison

Senior Vice President, Head of Private Client Group

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Matthew Liberman

Matthew Liberman

Investment Analyst

Canadian small-cap equities

Matthew O'Meara

Matthew O'Meara

Vice President, Portfolio Manager

Asian equities
EAFE equities

Maxim Barron

Maxim Barron

Investment Analyst

EAFE equities

meghan-moore

Meghan Moore

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Mike Elkins

Michael Elkins

Vice President, Portfolio Manager

European equities
EAFE equities

Mike Sandrasagra

Mike Sandrasagra

Vice President, Global Head of Consultant Relations

Investment Consultants
Foundations & Endowments
Pension Plans & Family Offices

mirjana-vladusic

Mirjana Vladusic

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

mitchell-rothman

Mitchell Rothman

Vice President, Director of Research, Investment Analyst

U.S. equities

N

Natasha Santerre

Natasha Santerre

Vice President, Head of Trading

Joined Burgundy in 2007
20+ years of combined professional experience

O

OliverCardoso

Oliver Cardoso

Vice President, Portfolio Manager

U.S. small/mid-cap equities

R

rachel-davies

Rachel Davies

Vice President, Investment Counsellor

Individuals & Families in British Columbia, Alberta & Ontario
Foundations & Endowments in British Columbia, Alberta & Ontario
Family Offices in British Columbia, Alberta & Ontario

Rafael Tricta

Rafael Tricta

Investment Analyst

Asian equities

richard-rooney

Richard Rooney

Co-Founder

Former Chief Investment Officer (20+ years)
40+ years of combined professional experience

Robert Sankey

Robert Sankey

Chief Executive Officer

Joined Burgundy in 2005
25+ years of combined professional experience
10+ years of investment experience in equity & credit, including four years as Director of Research

Robyn Ross

Robyn Ross

Vice President, Head of People & Talent

Joined Burgundy in 2006
25+ years of combined professional experience
Responsible for cultivating a successful work environment for Burgundy employees while also overseeing Burgundy’s full-time recruitment and intern program

Roz McLean

Roz McLean

Vice President, Senior Relationship Manager

Institutions
Foundations & Endowments
Family Offices

S

Sarah MacNicol

Sarah MacNicol

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Seerat Punihani

Seerat Punihani

Investment Analyst

Multi-regional

stephen-shuttleworth

Stephen Shuttleworth

Vice President, Portfolio Manager

Canadian equities
Canadian small-cap equities

Steve Boutin

Steve Boutin

Senior Vice President, Portfolio Manager

U.S. small/mid-cap equities

T

Tom Wilson

Tom Wilson

Investment Counsellor

Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices

Tony Arrell

Tony Arrell

Co-Founder

Joined Burgundy in 1993
Former Chief Executive Officer (20 years)
55+ years of combined professional experience

U

usama-mazhar

Usama Mazhar

Global Equities Product Specialist

Institutions
Foundations & Endowments
Family Offices

V

vida-guido

Vida Guido

Associate Investment Counsellor

Canadian Individuals & Families

Vince Hunt

Vincent Hunt

Vice President Emeritus

Joined Burgundy in 2004
30+ years of combined professional experience

W

william-honce

William Honce

Vice President, Senior Relationship Manager

Institutions
Foundations & Endowments
Pension Plans & Family Offices

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