Lauren joined the wealth management industry in 2004 and quickly learned it provided the balance she was looking for. Not only did it satisfy her keen interest in business and investing, it also allowed her to help others. Lauren works closely with individuals and families to develop investment strategies that are tailored to their unique needs while prioritizing clear communication and an excellent level of service. Through times of extreme market environments, including the 2008 financial crisis and the 2020 pandemic, Lauren has helped clients by focusing on the importance of a sound investment plan and emotional discipline, both critical to investment success. What she appreciates most about Burgundy is the investment approach, the outstanding team, and, of course, the client-first culture.

Burgundy Experience

  • Joined Burgundy in 2016
  • Appointed a Vice President in 2019

Relevant Experience

  • 15+ years of combined professional experience
  • Most recently Vice President, Investment Counsellor at BNY Mellon Wealth Management, Advisory Services


  • CFA charterholder
  • Honours Business Administration, Richard Ivey School of Business, Western University
  • Ivey Scholar

Memberships and Community

  • Member, CFA Society Toronto
  • Member, CFA Institute