Jessie Bobinski, CFA, CFP
Investment Counsellor
Areas of Focus
- Individuals & Families in British Columbia, Alberta & Saskatchewan
- Foundations & Endowments in British Columbia, Alberta & Saskatchewan
- Family Offices in British Columbia, Alberta & Saskatchewan
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
- Presidents Council Representative, CFA Institute
- Past Director, CFA Societies Canada
- Past President, CFA Society Vancouver
- Member, CFA Society Vancouver
- Member, Estate Planning Council of Vancouver