Jessie Bobinski

Jessie brings to Burgundy more than 20 years of wealth management experience. Jessie has dedicated her career to working directly with high net worth families in predominately a discretionary portfolio management capacity with Phillips, Hager & North, MD Private Investment Counsel and Dixon Mitchell Investment Counsel, prior to joining Burgundy in March 2020. Born and raised in Saskatchewan, Jessie embodies the caring spirit of a small community which is reflected in the service she provides to clients. Jessie is an active member of the Vancouver investment community and is involved in advocacy efforts including financial literacy and championing women in investment management initiatives.

Burgundy Experience

  • Joined Burgundy in 2020

Relevant Experience

  • 20+ years of combined professional experience
  • Experience includes positions at: Phillips, Hager & North, MD Private Investment Counsel, Dixon Mitchell Investment Counsel

Education

  • CFA Charterholder
  • Certified Financial Planner
  • Financial Management Diploma of Technology, with Honours, British Columbia Institute of Technology

Memberships and Community

  • Director, CFA Societies Canada
  • Past President, CFA Society Vancouver
  • Member, CFA Society Vancouver
  • Member, Women in Capital Markets
  • Member, Women Exchange Network

POSTS FROM THIS AUTHOR

Drawing An Income

Drawing An Income

The Journal | June 2021

Are you using (or soon to be using) your investment portfolios to supplement your annual income? In this discussion, which was featured during the 2021 Burgundy Forum, Investment Counsellors Mathew Ha...

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The Search for Income

The Search for Income

February 2021

In this short conversation, Investment Counsellor Jessie Bobinski speaks with Portfolio Manager Stephen Shuttleworth for an exploration into Burgundy’s Partners’ Canadian Income Fund. In this disc...

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