Lauren Davis Landau

Lauren joined the wealth management industry in 2004 and quickly learned it provided the balance she was looking for: satisfying an interest in business and investing while also helping others. She develops investment strategies tailored to the needs of Burgundy’s clients, while adapting her communication style to ensure those clients understand important concepts about investing. Lauren has helped clients through extreme market environments, including the 2008 financial crisis, 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 Institute
  • Member, CFA Society Toronto

POSTS FROM THIS AUTHOR

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 ...

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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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