Shaped by her parents’ involvement in the industry, Julie has been immersed in the world of finance since childhood. Surrounded by financial news and discussions about various companies, she developed a passion for comprehending the inner workings of businesses, particularly those she interacted with daily. This led her to pursue a double degree in Business and Financial Mathematics at Wilfrid Laurier University. Over time, she discovered a genuine enjoyment in analyzing businesses from a holistic perspective. Drawing on techniques acquired from both her degrees, Julie’s understanding of the qualitative and quantitative aspects of businesses enables her to formulate well-informed theses. Julie also grew up playing tennis and believes her development as an athlete has helped her remain strategic and driven, both on the court and in a business setting. As someone passionate about long-term investing and continuous learning, Julie believes her interests are well aligned with Burgundy’s philosophy and approach.

Burgundy Experience

  • Joined Burgundy in 2023

Relevant Experience

  • 1 year of combined professional experience including intern positions at Burgundy Asset Management and Liberty Mutual Group


  • Bachelor of Business Administration (Finance), Lazaridis School of Business & Economics, Wilfrid Laurier University
  • Bachelor of Arts, Financial Mathematics (Mathematical Modelling), Wilfrid Laurier University