Lauren Davis Landau, CFA
Vice President, Investment Counsellor
Areas of Focus
- Canadian Individuals & Families
- Canadian Foundations & Endowments
- Canadian Family Offices
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
- 20+ years of combined professional experience
- Most recently Vice President, Investment Counsellor at BNY Mellon Wealth Management, Advisory Services
Education
- CFA charterholder
- Honours Business Administration, Richard Ivey School of Business, Western University
- Ivey Scholar
Memberships and Community
- Member of the Board of Trustees for a Toronto-based community foundation
- Treasurer, West Preparatory Junior Public School Advisory Council
- Member, CFA Society Toronto
- Member, CFA Institute
POSTS FROM THIS AUTHOR
Top Legal Considerations in the Transfer of Wealth
The Journal | July 2024
The legal aspects that come with generational wealth and legacy planning are important to consider, as Victoria E. Winter and Audrey A. Shecter of Beard Winter LLP (beardwinter.com) explained...
Is Japan Our Future?
The Journal | October 2020
On the heels of the Asian Financial Crisis that gripped much of the continent, Burgundy ventured into uncharted waters, launching its first strategy outside North America: Japan. After more than 20...
CRM2, Time-weighted and Money-weighted Rates of Return
December 2016
CRM2 refers to a new set of regulations put in place to enhance transparency in the investment industry, particularly around fees and performance....
What are Money-weighted Rates of Return?
The Journal | December 2016
Over the last few months, you may have heard reference to “CRM2,” a set of regulations meant to enhance transparency in the investment industry by mandating investment management firms, dealers...
Measuring Investment Performance
December 2016
Investment industry regulators have made a significant move to enhance transparency for investors regarding the method in which performance returns are reported. We see this as a positive for the...