Liann Pincott, CFP, CIM
Vice President, Business Development
Area of Focus
- Canadian Individuals & Families
- Canadian Foundations & Endowments
- Canadian Family Offices
Liann has a great interest in working closely with families in an effort to learn about their decision-making process, and also to share with them her knowledge about the investment industry. Over the course of her career, she has developed and maintained numerous long-standing relationships with her clients. Liann was drawn to Burgundy because of its client-first philosophy as well as its remarkable team-oriented culture.
Burgundy Experience
- Joined Burgundy in 2020
Relevant Experience
- 30+ years of combined professional experience
- Experience includes positions at: JP Morgan Canada, Turtle Creek Asset Management, UBS Bank (Canada), CIBC Private Banking
Education
- Certified Financial Planner
- Certified Investment Manager
- Political Science, McGill University
Membership and Community
- Cabinet Member, Angel's Ball - St. Michael's Hospital
- Past Board and Investment Committee Member, The McMichael Collection Foundation