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, Canadian Opera Foundation
  • Member of Finance Committee, Toronto Region Board of Trade
  • Member, CFA Institute and CFA Society Toronto

POSTS FROM THIS AUTHOR

Spotlight on the Longo’s Family Charitable Foundation

Spotlight on the Longo’s Family Charitable Foundation

The Journal | July 2021

The Longo’s Family Charitable Foundation, formed in 1998, has served as an important vehicle for the family’s philanthropic interests and values. Equally as important, it has helped the Longo...

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Minerva Issue 4: Women and Philanthropy

Minerva Issue 4: Women and Philanthropy

Minerva | April 2021

In the fall of 2020, Burgundy Vice President Angela Bhutani sat down with Deborah Gillis, President & CEO of the Centre for Addiction and Mental Health (CAMH) Foundation. The highlights of...

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Minerva Issue 3: Inside The Book Club

Minerva Issue 3: Inside The Book Club

Minerva | July 2020

Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou Investors are constantly faced with compelling stories about early stage companies claiming to be “disruptors,” re-writing...

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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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