Lauren Davis Landau

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

Education

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

Memberships and Community

  • Member, CFA Society Toronto
  • Member, CFA Institute

POSTS FROM THIS AUTHOR

Is Japan Our Future?

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...

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CRM2, Time-weighted and Money-weighted Rates of Return

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....

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What are Money-weighted Rates of Return?

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...

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Measuring Investment Performance

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...

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