Charles caught the investing bug early in life. Upon discovering the power of compounding, he invested the money he had saved from various odd jobs into a value fund run by Sir John Templeton. Curious by nature, Charles found that reviewing the list of holdings was fascinating. Later on, his passion for investing in high-quality businesses was cemented when he had the opportunity to meet Warren Buffett in Omaha. After spending more than 10 years as an Investment Analyst, Charles transitioned into a client-facing role working closely with Burgundy’s clients (including CEOs, CFOs and entrepreneurs) in Ontario, Alberta and British Columbia.

Burgundy Experience

  • Joined Burgundy in 2008
  • Appointed a Vice President in 2013
  • Previous roles include: U.S. institutional client relationship management, Canadian equity Investment Analyst

Relevant Experience

  • 20+ years of combined professional experience
  • Experience includes positions at: Foyston, Gordon & Payne Inc., AIM Trimark Investments, Morningstar Research Ltd.


  • CFA charterholder
  • MBA, Richard Ivey School of Business, Western University
  • Honours Bachelor of Arts (Economics), Queen's University

Memberships and Community

  • Board Member, St. George’s College Foundation
  • Member, CFA Society Toronto
  • Member, CFA Institute