Caroline Montminy - Burgundy Asset Management Ltd.

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.

Burgundy Experience

Joined Burgundy in 2011
Appointed a Vice President in 2016
Previous roles include: U.S. institutional client relationship management

Relevant Experience

15+ years of combined professional experience, including a position at Clairvest Group Inc.

Education

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