Angela Bhutani, CFA, CFP
Vice President, Investment Counsellor
AREAS OF FOCUS
- Canadian Individuals & Families
- Canadian Foundations & Endowments
- Canadian Family Offices
Angela has 25+ 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
- 25+ 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, Member of Audit Committee and Governance Committee, Canadian Opera Company
- Board Director, Member of Finance Committee, Toronto Region Board of Trade
- Director, Burgundy Legacy Foundation
- Member, CFA Institute and CFA Society Toronto
POSTS FROM THIS AUTHOR
Donor Advised Funds: Basics & Benefits
The Journal | July 2024
At Burgundy, our legacy of partnering with philanthropic families and managing assets for private family foundations is well established. Recently, a new avenue for charitable giving has gained popula...
Giving with Purpose
The Journal | June 2024
What excites you? What inspires you? What breaks your heart? Dr. Sharilyn Hale encourages you to reflect on these questions when selecting the charitable cause that’s right for you....
2022 Corporate Sustainability Report
The Journal | April 2023
Creating the future most important to our clients is about delivering differentiated investment results and growing their capital over time. For Burgundy to succeed here, we need to take a...
Burgundy Philanthropy Series: The Lacey Family
The Journal | March 2023
As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani led a live discussion and Q&A period with John and Ebby Lacey, and their...
Burgundy Philanthropy Spotlight: The Arrell Family
The Journal | October 2022
As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani sat down with Burgundy’s Chairman and Co-Founder Tony Arrell, his wife Anne, and their daughter...
Minerva Issue 5: Women and Philanthropy
Minerva | March 2022
Sabrina is a third-generation member of the Longo grocery business family. Rather than deciding to work in the family business, she pursued a career in the healthcare field, currently working...
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...
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...
Minerva Issue 3: Inside The Book Club
Minerva | July 2020
Investors are constantly faced with compelling stories about early stage companies claiming to be “disruptors,” re-writing the rules of the industry in which they operate. Disruptors claim to offe...
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...