Caroline Montminy, CFA
Vice President, Investment Counsellor
Areas of Focus
- Individuals & Families in Quebec & Ontario
- Foundations & Endowments in Quebec & Ontario
- Family Offices in Quebec & Ontario
Growing up in Quebec City, Caroline was curious about the world and how people lived outside of her cozy hometown. This curiosity was what drove Caroline to study finance, bringing her to Montreal, Ottawa and Toronto. After working in the mortgage industry during the 2008 financial crisis, she had the opportunity to work in investor relations for a private equity firm. Working in private equity taught her an important lesson for long-term investors: owning stocks means owning a partial interest in a real business. This philosophy is what led Caroline to join Burgundy in 2011. After working with U.S. institutional clients for five years, Caroline was delighted to return to her home province to join Burgundy’s Quebec private client office. She is honoured to work with an experienced team, help accomplished individuals achieve their financial goals and serve her community through various activities.
- Joined Burgundy in 2011
- Appointed a Vice President in 2016
- Previous roles include: U.S. institutional client relationship management
- 15+ years of combined professional experience, including a position at Clairvest Group Inc.
- CFA charterholder
- Certificate of Personal Financial Planning, HEC Montreal
- NFP Program, Institute of Corporate Directors
- MBA (Investment Management), Concordia University
- Honours Bachelor of Commerce (Finance), University of Ottawa
Memberships and Community
- Member of the Board of Directors and Investment Committee, Montreal Economic Institute
- Host Committee, Bal des enfants, OSM
- Executive Committee, Women of Influence Circle of the Montreal Museum of Fine Arts
- Investment Products Advisory Committee, AMF
- Member, CFA Montreal
- Member, CFA Society Toronto
- Member, CFA Institute
POSTS FROM THIS AUTHOR
The Journal | July 2021
Metro Inc. (grocer) and Generac (power generation) are just two examples of companies that have managed to shed their “small-cap” company skin to join the ranks of the largest companies...
The Journal | July 2019
In September 2008, Slumdog Millionaire won the People’s Choice Award at the Toronto International Film Festival (TIFF). The movie follows 18-year-old Jamal from the Juhu slums in Mumbai to his...
The Journal | March 2018
Philosophy seems to be trending these days. In 2013, Burgundy sought investing inspiration from ancient Greece, publishing a View on Stoicism and the Art of Portfolio Intervention. Several tech entrep...