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We are the sum of our people. 150 individuals working together to help create your best future.
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A
Abigail Bibbings
Investment Analyst
U.S. equities
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
Vice President, Portfolio Manager
Canadian small-cap equities
Angela Bhutani
Vice President, Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Anne Maggisano
Vice President, Investment Counsellor
Canadian Individuals & Families
The Women of Burgundy
Anne Mette de Place Filippini
Senior Vice President, Chief Investment Officer
Joined Burgundy in 2008
Portfolio Manager for Partners’ Global and Balanced strategies
30+ years of combined professional experience
Ayrton David Dick
Vice President, Senior Relationship Manager
U.S. Institutions
U.S. Foundations & Endowments
U.S. Family Offices
B
Blake McQuattie
Associate Investment Counsellor
Individuals & Families in British Columbia & Alberta
C
Caroline Montminy
Vice President, Investment Counsellor
Individuals & Families in Quebec & Ontario
Foundations & Endowments in Quebec & Ontario
Family Offices in Quebec & Ontario
Charles Walker
Vice President, Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Ching Chang
Vice President, Portfolio Manager
Emerging Markets equities
Chirag Asnani
Investment Analyst
Emerging Markets Equities
Christian Sisak
Vice President, Investment Analyst
Canadian equities
Claude Bédard
Vice President Emeritus
Joined Burgundy in 2006
40+ years of combined professional experience
Former Head of Burgundy’s Montreal office
Craig Pho
Senior Vice President, Portfolio Manager
Asian equities
D
Daniel Perrault
Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Dave Borg
Vice President, Head of Operations
Joined Burgundy in 2016
25+ years of combined professional experience
Oversees Client Accounts and Operations
David Hao
Investment Analyst
Emerging Markets equities
David Vanderwood
Senior Vice President, Portfolio Manager
Canadian equities
Dimitar Shapov
Vice President, Portfolio Manager
Emerging Markets equities
Donald Gawel
Vice President, Investment Analyst
U.S. small/mid-cap equities
Doug Winslow
Vice President, Portfolio Manager
U.S. equities
G
Greg Dowdall
Vice President, Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Gustavo Ballvé
Vice President, Investment Analyst
Emerging Markets equities
H
Hayley Conacher
Investment Analyst
Fixed Income
I
Irena Petkovic
Investment Analyst
Canadian small-cap equities
J
Jaclyn Moody
Vice President, Head of Sustainability & Institutional Services
Joined Burgundy in 2016
15+ years of combined professional experience
Responsible for Burgundy’s Sustainability Team
Jacoline Loewen
DIRECTOR, HIGH-NET-WORTH RELATIONSHIPS
Individuals & Families
Foundations & Endowments
Family Offices
James Arnold
Vice President, Portfolio Manager
Fixed Income
James Boulter
Investment Analyst
U.S. small/mid-cap equities
Jennifer Dunsdon
Senior Vice President, Head of Client Experience
Joined Burgundy in 2001
25+ years of combined professional experience
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
Jock Fleming
Vice President, Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Julie Cordeiro
Vice President, Chief Administrative Officer and General Counsel
20+ years of legal, regulatory & compliance experience
Investment industry advocate
K
Karen Mintz
Vice President, Chief Compliance Officer & Associate General Counsel
20 years of legal, regulatory & compliance experience
Kate Mostowyk
Vice President, Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Kenneth Broekaert
Senior Vice President, Portfolio Manager
European equities
Global equities
Kimberly Nemeth
Institutional Relationship Manager
Canadian Pension Plans
Canadian Foundations & Endowments
Canadian Corporations
Kyle Coatsworth
Vice President, Head of Institutional
Institutions
Foundations & Endowments
Family Offices
Kyle Rathwell
Vice President, Investment Analyst
U.S. equities
Kyle Stolys
Investment Analyst
European equities
L
Lauren Davis Landau
Vice President, Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Lisa Ritchie
Vice President Emeritus
Joined Burgundy in 2014
35+ years of combined professional experience
Former Investment Counsellor at Burgundy
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
Vice President, Investment Analyst
European equities
M
Mark Gallien
Vice President, Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Mark Keil
Vice President, Chief Financial Officer
Joined Burgundy in 2015
10+ years of combined professional experience
Oversees the financial activities of the organization while supporting the long-term strategic priorities of Burgundy
Mathew Harrison
Vice President, Head of Private Client Group
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Matthew O'Meara
Vice President, Investment Analyst
Asian equities
Meghan Moore
Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Michael Elkins
Vice President, Investment Analyst, Director of Research
European equities
Mike Sandrasagra
Vice President, Head of Canadian Institutional Group
Canadian Pension Plans
Canadian Foundations & Endowments
Canadian Corporations
Mirjana Vladusic
Associate Investment Counsellor
Canadian Individuals & Families
Mitchell Rothman
Investment Analyst
U.S. equities
O
Oliver Cardoso
Vice President, Deputy Portfolio Manager
U.S. small/mid-cap equities
R
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
Richard Rooney
Vice Chair and Co-Founder
Portfolio Manager for EAFE equities
Former Chief Investment Officer (20+ years)
35+ years of combined professional experience
Robert Sankey
Chief Executive Officer
Joined Burgundy in 2005
20+ years of combined professional experience
10+ years of investment experience in equity & fixed income, including four years as Director of Research
Robyn Ross
Vice President, Head of People & Talent
Joined Burgundy in 2006
20+ 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
Vice President, Senior Relationship Manager
U.S. Institutions
U.S. Foundations & Endowments
U.S. Family Offices
S
Sarah MacNicol
Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
Shea McEachrane-Johnson
Senior Institutional Relationship Manager
Canadian Pension Plans
Canadian Foundations and Endowments
Canadian Institutional Investors and their Partners
Stephen Shuttleworth
Vice President, Portfolio Manager
Canadian equities
Steve Boutin
Senior Vice President, Portfolio Manager
U.S. small/mid-cap equities
Steven Boisvert
Investment Analyst
Asian equities
T
Tony Arrell
Chairman and Co-Founder
Joined Burgundy in 1993
Former Chief Executive Officer (20 years)
50+ years of combined professional experience
U
Usama Mazhar
Global Equities Product Specialist
Institutions
Foundations & Endowments
Family Offices
V
Vida Guido
Associate Investment Counsellor
Canadian Individuals & Families
Vincent Hunt
Vice President Emeritus
Joined Burgundy in 2004
30+ years of combined professional experience
Vlad Dolgocheev
Associate Investment Counsellor
Canadian Individuals & Families
Canadian Foundations & Endowments
Canadian Family Offices
W
William Honce
Senior Institutional Relationship Manager
Canadian Pension Plans
Canadian Foundations and Endowments
Canadian Institutional Investors and their Partners
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