Jeff Daley

At a young age, Jeff read The Wealthy Barber, which opened his eyes to the wonders of compounding money and the potential for early financial freedom. As he set out to compound his own modest savings, he found value investing to be the most sensible way to do it. His early foray into investing coincided with the final legs of the dotcom bubble, further validating the necessity to focus on fundamentals and margin of safety when investing hard-earned dollars. After studying finance and economics at Saint Mary’s University, Jeff joined Burgundy where he continues to refine his craft alongside like-minded individuals.

Burgundy Experience

  • Joined Burgundy in 2009
  • Appointed a Vice President in 2015
  • Previous roles include: Fund Accountant

Relevant Experience

  • 10+ years of combined professional experience, including a position at Wellington West Capital Markets

Education

  • CFA charterholder
  • Bachelor of Commerce (Finance and Economics), Sobey School of Business, Saint Mary’s University

Memberships and Community

  • Member, CFA Institute
  • Member, CFA Society Toronto