Since joining Burgundy, Kate has focused on creating meaningful relationships with clients to help them achieve their financial goals. Burgundy’s investment philosophy is built on applying a long-term view and Kate applies this to both investment portfolios and her relationships with clients. Kate chose Burgundy because its teams are also built for the long term. She works every day with a group of passionate, smart, like-minded people who ensure that each client receives service tailored to his or her needs. Outside of the office, Kate maintains her relationship-first philosophy, spending time with her friends and family, travelling, pursuing fitness goals and enjoying the family cottage.

Burgundy Experience

  • Joined Burgundy in 2013

Relevant Experience

  • 10+ years of combined professional experience
  • Experience includes positions at: Scotiabank, Hewlett Packard

Education

  • CFA charterholder
  • Certified Financial Planner
  • Honours Bachelor of Business Administration, Wilfrid Laurier University

Memberships and Community

  • Member, CFA Society Toronto
  • Member, CFA Institute

POSTS FROM THIS AUTHOR

Minerva Issue 5: The Biggest Bluff

Minerva Issue 5: The Biggest Bluff

Minerva | March 2022

In June 2021, the Women of Burgundy Book Club hosted a conversation between Maria Konnikova, PhD. and author of “The Biggest Bluff” and Burgundy’s investment counsellors Meghan Moore, Kate Mosto...

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Prices on the Rise

Prices on the Rise

The Journal | November 2021

After a decade of low inflation, the pandemic has reawakened investor fears around rapidly rising prices. Whether you are paying at the pump, shopping at the supermarket, or picking up...

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Minerva Issue 2: Invert, Always Invert

Minerva Issue 2: Invert, Always Invert

Minerva | October 2019

The past 30 years have truly been a spectacular period to be invested in stocks. A US$10,000 investment in the S&P 500 Index at the end of 1988 would have grown...

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