Gurpreet Kataure, CFA

Gurpreet has dedicated her career to the wealth management industry, with more than 20 years of experience across diverse roles. Before joining Burgundy, her background in economics and advisory services gave her a deep understanding of client needs—a perspective that aligns closely with Burgundy’s client-focused culture. As Head of Technology and Business Solutions, she draws on both her business and technical expertise to lead key initiatives, applying her strengths in innovation, problem-solving, and collaboration to modernize systems and deliver solutions that support the evolving needs of high-net-worth individuals and families.