Charles Walker, CFA
Vice President, Investment Counsellor
Areas of Focus
- Canadian Individuals & Families
- Canadian Foundations & Endowments
- Canadian Family Offices
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.
CRM2 refers to a new set of regulations put in place to enhance transparency in the investment industry, particularly around fees and performance....
Investment industry regulators have made a significant move to enhance transparency for investors regarding the method in which performance returns are reported. We see this as a positive for the...