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
  • Appointed a Vice President in 2022

Relevant Experience

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


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

Memberships and Community

  • Member, CFA Society Toronto
  • Member, CFA Institute