Caroline Montminy, CFA

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.