Kyle Coatsworth

Kyle grew up in a tight-knit family with three brothers that are still his closest friends today. Through sports, especially his time as the captain of men’s varsity basketball at the University of Western Ontario, he learned valuable lessons in teamwork and competition that he has applied in his career. Kyle was initially attracted to Burgundy because of its reputation, but he has stayed because of the family atmosphere and culture. Kyle is head of Burgundy's U.S. Client Group, working alongside his team to maintain and strengthen existing client relationships and discover opportunities to form new partnerships with like-minded institutions.

Burgundy Experience

  • Joined Burgundy in 2013
  • Appointed a Vice President in 2016
  • Previous roles include: Private Client Relationship Management

Relevant Experience

  • 10+ years of combined professional experience
  • Experience includes positions at: Manulife Asset Management, Fidelity Investments, Questrade Inc.


  • CFA charterholder
  • Bachelor of Arts, University of Western Ontario

Memberships and Community

  • Member, CFA Institute
  • Member, CFA Society New York
  • Board Member, St. Michael's Young Leaders