Julie has more than 15 years of experience working in the investment management industry as a lawyer, advocate and regulator. As Chief Administrative Officer and General Counsel, she oversees the general operations of the firm, including Legal & Compliance, Business Systems & Information Technology, Finance, Operations, Trading, Communications and Employee Relations. 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 a Vice President in 2016
  • Appointed Chief Administrative Officer and General Counsel in 2019
  • Member of the Management Team and Chair of the Operational Governance Group
  • Previous roles include: Head of Legal & Compliance

Relevant Experience

  • 15+ years of legal, regulatory and compliance 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
  • Member, National Society of Compliance Professionals
  • Member, Industry Regulation & Tax Committee, PMAC
  • Board Member, Canadian Coalition for Good Governance

POSTS FROM THIS AUTHOR

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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