Angela Bhutani, CFA, CFP
Vice President, Investment Counsellor
AREAS OF FOCUS
- Canadian Individuals & Families
- Canadian Foundations & Endowments
- Canadian Family Offices
Angela has 30 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
- 30 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
- Board Director and member of Finance Committee, Toronto Region Board of Trade
- Member, CFA Institute and CFA Society Toronto