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


  • 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