Anne Maggisano, CFA
VICE PRESIDENT, CLIENT RELATIONS
AREAS OF FOCUS
- Canadian Individuals & Families
- The Women of Burgundy
Anne joined Burgundy to gain the knowledge and skills required to be competent and confident in matters related to investing. Today, she works closely with individuals and families to educate and build their confidence in investing. She launched The Women of Burgundy, which has grown to almost 1,000 members in eight years, to build a community that inspires women to make investing a priority.
BURGUNDY EXPERIENCE
- Joined Burgundy in 2008
- Appointed a Vice President in 2015
- Previous roles include: Head of Marketing & Communications, U.S. institutional client relationship management
RELEVANT EXPERIENCE
- 15 years of combined professional experience, including a position at Toron Investment Management
EDUCATION
- CFA charterholder
- Honours Bachelor of Arts (History of Art and Cinema Studies), University of Toronto
- Honours Bachelor of Science (Basic Medical Sciences), University of Toronto
MEMBERSHIPS AND COMMUNITY
- Chair, Toronto Public Library Foundation
- Director, Canadian Opera Company
- Director, Crow's Theatre
- Mentor Committee, Girls e-Mentorship (GEM)
- Member, CFA Institute
- Member, CFA Society Toronto
- Member, New York Society of Security Analysts
- Fellow, Royal Canadian Geographical Society
- Alumna, Royal Canadian Navy Canadian Leaders at Sea (CLaS) program
POSTS FROM THIS AUTHOR
Minerva: the Women of Burgundy Magazine, Issue 5
Minerva | March 2022
The fifth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
Minerva Issue 5: A Conversation with Patti Croft
Minerva | March 2022
In the spring of 2021, the Women of Burgundy hosted a conversation between Patti Croft, one of Canada’s most respected economists, and Burgundy Vice Presidents Lisa Ritchie and Anne Maggisano....
Minerva Issue 5: Grounded in Excellence
Minerva | March 2022
In the fall of 2021, Burgundy vice presidents Lisa Ritchie and Anne Maggisano sat down with Helen Kearns, CEO, and Susan Bell, President, of the investment advisory firm Bell Kearns and...
2021 Sustainability Report: Reflecting on our Journey
The Journal | December 2021
At its core, the concept of ESG is really about long-term sustainability. Sustainability in everything we do has always served as a North Star concept at Burgundy. We exist to...
Minerva: the Women of Burgundy Magazine, Issue 4
Minerva | April 2021
The fourth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
Minerva Issue 4: In Conversation with our Chief Investment Officer
Minerva | April 2021
In March of 2021, Burgundy’s vice presidents Lisa Ritchie and Anne Maggisano sat down with Burgundy Chief Investment Officer Anne Mette de Place Filippini. Anne Mette reflects on a year...
Minerva Issue 4: Resilience and Surviving Crises
Minerva | April 2021
The spotlight on governance has intensified due to the COVID-19 crisis. This article captures the highlights of a December 2020 conversation between Colleen Johnston, a former member of TD Bank’s...
Minerva Issue 4: Profit and Purpose
Minerva | April 2021
In November of 2020, in the midst of the COVID-19 pandemic, the Women of Burgundy hosted a conversation between Cisco Canada’s vice-president of corporate affairs, Willa Black, and Burgundy’s...
Minerva: the Women of Burgundy Magazine, Issue 3
Minerva | July 2020
The third issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
Minerva Issue 3: The Novel Coronavirus Rocked the Financial Markets
Minerva | July 2020
The stock market crash in early 2020 was unparalleled in history due to the pace of price declines, the speed and breadth of monetary and fiscal policy responses, and the immediate...
Minerva Issue 3: Building Economic and Cultural Resiliency
Minerva | July 2020
On August 19, 2019, over 180 chief executives of many of America’s largest companies issued a statement challenging the concept of business as we know it. The prevailing view of the last 50...
Minerva Issue 3: An Evening with Annabel Soutar
Minerva | July 2020
An award-winning Canadian playwright in documentary theater, Annabel navigated the co-management of her family’s investment portfolio and philanthropic efforts following her father’s passing in 20...
Minerva: the Women of Burgundy Magazine, Issue 2
Minerva | October 2019
The second issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors...
Minerva Issue 2: In Conversation with Katie Taylor
Minerva | October 2019
In May of 2018, we were honoured to host an evening with Katie Taylor. As former CEO of Four Seasons Hotels & Resorts, Katie was directly responsible for making capital allocation decisions...
Minerva Issue 2: Women of Burgundy, a Five-Year Update
Minerva | October 2019
A married woman, a mother, a grandmother, the CEO of her family’s foundation. Seeking the best thinking around investing so that she can prudently steward her family’s wealth...
Minerva Issue 2: Optimizing Capital
Minerva | October 2019
In June 2019, Women of Burgundy hosted an interactive conversation with Halina von dem Hagen, Global Treasurer and Head of Capital Management at Manulife Financial Corporation. Manulife is the largest...
Minerva: The Women of Burgundy Magazine, Issue 1
Minerva | April 2019
The inaugural issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors....
Minerva Issue 1: Leaders in Sustainability
Minerva | April 2019
In September of 2018, the Women of Burgundy hosted a fascinating and far-reaching conversation between Walmart’s Chief Sustainability Officer and Foundation President, Kathleen McLaughlin and Anne M...
Women in Investment Management
The Journal | December 2016
We are excited to share an interview with Anne Mette de Place Filippini, Burgundy’s Senior Vice President and Portfolio Manager of Emerging Markets equities: “Women in Investment Management: Confi...
Parents, Beware
The Journal | April 2016
“Parents, Beware: Your Children Will Invest Like You Do.” This headline caught my attention in The Wall Street Journal last week. In all my studies, I have never come across...
Women of Burgundy: Making an Impact
The Journal | January 2016
When the Women of Burgundy initiative was launched in the spring of 2014, our mission was clear: to inspire women to make investing a priority. We theorized that by hosting a...
How to Think about your Portfolio in Volatile Times
The Journal | August 2015
The summer of 2015 is ending with a bang not a whimper. Starting with the China Crash in early July, we are now entering the fifth day of sustained volatility in...
Women of Burgundy – Celebrating One Year
The Journal | May 2015
Have you ever wondered what happens when a company begins to invest its resources in the women in its community? Well, exactly one year ago, Burgundy did just that. We...
Join the Women of Burgundy Community
The Journal | July 2014
Have you heard the news? Burgundy recently launched a Women of Burgundy initiative for you, our clients. Our mission is to build a community that inspires women to make investing...
Women of Burgundy: Sharing Our Stories
The Journal | April 2014
Anne Maggisano delivered the following speech on April 23, 2014 at the inaugural Women of Burgundy event, "Sharing Our Stories."...
Warren Buffett: Contrarian Thinking & Investing in Action
The Journal | April 2013
Warren Buffett’s annual shareholder letter is always a major event at Burgundy and this year was no exception. The release of the letter on March 1st, a Friday afternoon,...
Make the Choice to Think Deliberately
The Journal | January 2013
In November I had the great fortune to participate in the Investment Decisions and Behavioural Finance course at the Harvard Kennedy School in Cambridge. It was an intense and exhilarating...
It’s Different This Time
The Journal | December 2012
In my family, I’m the sixth of 16 cousins. There are 10 girls and six boys, and we range in age from the late 20s to early 40s. This holiday season...