Team

Management Team


Tony Arrell

Chairman

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

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

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

Greg Dowdall

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

Eric W. Goldstrand

Senior Vice President, Head of International Client Group

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

Mathew Harrison

Vice President, Head of Private Client Group

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

Andrew Iu

Vice President, Director of Research, Investment Analyst

  • Canadian small-cap equities

Amir Jafri

VICE PRESIDENT, HEAD OF BUSINESS SYSTEMS & TECHNOLOGY

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

Richard E. Rooney

President, Chief Investment Officer

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

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

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

Investment Team


Executives

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

Richard E. Rooney

President, Chief Investment Officer

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

Canadian large-cap equities

Portfolio Manager

David P. Vanderwood

Senior Vice President, Portfolio Manager

  • Canadian equities

Analysts

Stephen Shuttleworth

Vice President, Investment Analyst

  • Canadian equities

Christian Sisak

Investment Analyst

  • Canadian equities

Canadian small-cap equities

Portfolio Manager

Allan MacDonald

Senior Vice President, Portfolio Manager

  • Canadian small-cap equities

Analysts

Andrew Iu

Vice President, Director of Research, Investment Analyst

  • Canadian small-cap equities

Ian Keiper

Investment Analyst

  • Canadian small-cap equities

U.S. large-cap equities

Portfolio Manager

Doug Winslow

Vice President, Portfolio Manager

  • U.S. equities

Analysts

Conor O'Kelly

Investment Analyst

  • U.S. equities

Kyle Rathwell

Investment Analyst

  • U.S. equities

Dimitar Shapov

Investment Analyst

  • U.S. equities

U.S. small-cap & small/mid-cap equities

Portfolio Manager

Steve Boutin

Senior Vice President, Portfolio Manager

  • U.S. small / mid-cap equities

Analysts

Oliver Cardoso

Investment Analyst

  • U.S. small / mid-cap equities

Jeff Daley

Vice President, Portfolio Manager

  • U.S. mid-cap equities

Donald Gawel

Investment Analyst

  • U.S. small / mid-cap equities

U.S. mid-cap equities

Portfolio Manager

Jeff Daley

Vice President, Portfolio Manager

  • U.S. mid-cap equities

European equities

Portfolio Manager

Kenneth A. Broekaert

Senior Vice President, Portfolio Manager

  • European equities
  • Global equities

Analysts

Lucas Bertrand-Sittler

Investment Analyst

  • European equities

Andrew Choi

VICE PRESIDENT, INVESTMENT ANALYST

  • European equities

Michael Elkins

Investment Analyst

  • European equities

Asian equities

Portfolio Manager

Craig Pho

Senior Vice President, Portfolio Manager

  • Asian equities

Analysts

Jeff Musial

Vice President, Investment Analyst

  • Asian equities

Matthew O'Meara

Investment Analyst

  • Asian equities

Emerging Markets equities

Portfolio Manager

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

Analysts

Gustavo Ballvé

Investment Analyst

  • Emerging Markets equities

Ching Chang

Investment Analyst

  • Emerging Markets equities

Terry Ouyang

Investment Analyst

  • Emerging Markets equities

Balkar Sivia

Vice President, Investment Analyst

  • Emerging Markets equities

Fixed Income

Portfolio Managers

James Arnold

Vice President, Portfolio Manager

  • Fixed Income

Vincent E. Hunt

Vice President, Portfolio Manager

  • Fixed Income

Analysts

Kevi Begolli

Investment Analyst

  • High-yield fixed income

Evan Delaney

Investment Analyst

  • Fixed Income

Relationship Team


Key Contacts

Kyle Coatsworth

Vice President, Head of Institutional

  • Institutions
  • Foundations & Endowments
  • Family Offices

Philip Doyle

Vice President, Investment Counsellor

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

Eric W. Goldstrand

Senior Vice President, Head of International Client Group

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

Mathew Harrison

Vice President, Head of Private Client Group

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

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

Team

Claude Bédard

Vice President, Investment Counsellor

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

Angela Bhutani

Vice President, Investment Counsellor

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

Paul Buligan

Senior Institutional Relationship Manager

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

Micha H. Choi

Associate Investment Counsellor

  • Canadian Individuals & Families

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

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

Jock K. S. Fleming

Vice President, Investment Counsellor

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

Mark Gallien

Vice President, Investment Counsellor

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

Ariel Lubecki

Senior Institutional Relationship Manager

  • 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

Lisa Ritchie

Vice President, Investment Counsellor

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

Mike Sandrasagra

Senior Institutional Relationship Manager

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

Charles Walker

Vice President, Investment Counsellor

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

Julie Cordeiro

Vice President, Chief Administrative Officer and General Counsel

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

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

Amir Jafri

VICE PRESIDENT, HEAD OF BUSINESS SYSTEMS & TECHNOLOGY

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

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

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