Evan grew up in the world of investing through his family’s financial planning practice. At a young age, Evan established a keen interest in value investing after reading “There’s Always Something to Do” by Christopher Risso-Gill, a book detailing the life and investment approach of legendary Canadian investor Peter Cundill. Since then, Evan has not looked back and has made it his mission to apply a value-oriented investment approach to analyzing fixed income securities for Burgundy’s portfolios.

Evan has been fortunate to have worked in a variety of different roles in the investment industry. He has worked at a small family-owned financial planning practice, a “big-6” bank, as well as one of Canada’s largest mutual fund companies. Evan joined Burgundy in 2015, working in the Private Client Group for three years prior to joining the Investment Team in 2018. Evan’s favourite thing about his current role as a Fixed Income Analyst is the opportunity to learn something new every day.

Burgundy Experience

  • Joined Burgundy in 2015

Relevant Experience

  • 10 years of combined professional experience, including a position at CI Investments

Education

  • CFA charterholder
  • Certified Financial Planner
  • Bachelor of Arts (Economics), McGill University

Memberships and Community

  • Mentor, Capitalize for Kids
  • Member, CFA Society Toronto
  • Member, CFA Institute