Angela Bhutani

Angela has more than 20 years of experience, working with both individual investors and institutional organizations to meet their long-term goals. As an Investment Counsellor, Angela’s primary goal is to ensure investors understand how their wealth is being managed and feel empowered to ask questions.

Burgundy Experience

  • Joined Burgundy in 2011
  • Appointed a Vice President in 2018
  • Previous roles include: Canadian institutional client relationship management

Relevant Experience

  • 20+ years of combined professional experience
  • Experience includes positions at: Acuity Investment Management, Altamira Financial Services, Laurentian Bank

Education

  • CFA charterholder
  • Certified Financial Planner
  • Honours Bachelor of Arts, University of Toronto

Memberships and Community

  • Board Director and Vice-Chair, College-Montrose Children’s Place
  • Board Director, Canadian Opera Foundation
  • Member of Finance Committee, Toronto Region Board of Trade
  • Member, CFA Institute and CFA Society Toronto

POSTS FROM THIS AUTHOR

Minerva Issue 1: Inside the Book Club

Minerva Issue 1: Inside the Book Club

Minerva | April 2019

In the typical path to becoming a better investor, most people spend their time understanding financial concepts such as how to interpret a company’s finan­cial statements or learning ...

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