Julie has more than 20 years of experience working in the investment management industry in various capacities. In her current role as Chief Administrative Officer, she oversees the general administration and day-to-day operations of the firm. Julie does not hesitate to challenge the status quo and strives to lead innovation and execute the firm’s strategic priorities to ensure Burgundy’s client and business needs are met.

Burgundy Experience

  • Joined Burgundy in 2016
  • Appointed Chief Administrative Officer in 2019
  • Appointed a Senior Vice President in 2025
  • Member of the Management Team and Chair of the Operational Governance Group
  • Previous roles include: Head of Legal & Compliance, General Counsel

Relevant Experience

  • 20+ years of combined professional experience
  • In House Counsel, Portfolio Management Association of Canada (PMAC)
  • Legal Counsel, Ontario Securities Commission
  • Associate, Osler, Hoskin & Harcourt LLP

Education

  • Master of Laws (LLM), New York University School of Law
  • Bachelor of Laws (LLB), University of Windsor
  • Bachelor of Arts, University of Toronto

Memberships and Community

  • Member of the Bar, Ontario
  • Director, Chair of Governance Committee, Canadian Coalition for Good Governance (CCGG)
  • Director, Oakville Community Foundation
  • Director/Board of Trustees, Appleby College Foundation
  • Chair, Burgundy Legacy Foundation

POSTS FROM THIS AUTHOR

2022 Corporate Sustainability Report

2022 Corporate Sustainability Report

The Journal | April 2023

Creating the future most important to our clients is about delivering differentiated investment results and growing their capital over time. For Burgundy to succeed here, we need to take a...

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2021 Sustainability Report:  Reflecting on our Journey

2021 Sustainability Report: Reflecting on our Journey

The Journal | December 2021

At its core, the concept of ESG is really about long-term sustainability. Sustainability in everything we do has always served as a North Star concept at Burgundy. We exist to...

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