Lisa Ritchie, CFA
Vice President, Investment Counsellor
Areas of Focus
- Canadian Individuals & Families
- Canadian Foundations & Endowments
- Canadian Family Offices
Lisa has had a lifelong passion for math and problem solving. In business school, these interests translated into a keen curiosity of finance, capital markets and the psychology that drives investor behaviour. Early in her career, Lisa discovered her most impactful work derived from helping clients set investment priorities, realistic goals and strategic plans. A focus on the unique needs of each client and assisting them steward their life savings makes her a great fit for Burgundy. After more than 30 years in the investment business, Lisa maintains that she learns something new and interesting every day and is thrilled to be surrounded by brilliant and inspirational clients and colleagues.
Burgundy Experience
- Joined Burgundy in 2014
- Appointed a Vice President in 2017
Relevant Experience
- 30+ years of combined professional experience
- Vice President and Partner, Phillips, Hager & North
- Vice President, Jones Heward Investment Counsel
- Financial Analyst, SEI Financial Services Ltd.
- Investment Officer at Canada Trust
Education
- CFA charterholder
- MBA (Finance), Dalhousie University
- Bachelor of Arts (Biology), Queen's University
Memberships and Community
- Member, Investment Committee, Burlington Community Foundation
- Member, CFA Society Toronto
- Member, CFA Institute
POSTS FROM THIS AUTHOR
2021 Sustainability Report: Reflecting on our Journey
The Journal | December 2021
At its core, the concept of ESG is really about long-term sustainability. Sustainability in everything we do has always served as a North Star concept at Burgundy. We exist to...
Minerva: the Women of Burgundy Magazine, Issue 4
Minerva | April 2021
The fourth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
Minerva Issue 4: In Conversation with our Chief Investment Officer
Minerva | April 2021
In March of 2021, Burgundy’s vice presidents Lisa Ritchie and Anne Maggisano sat down with Burgundy Chief Investment Officer Anne Mette de Place Filippini. Anne Mette reflects on a year...
Minerva Issue 4: Resilience and Surviving Crises
Minerva | April 2021
The spotlight on governance has intensified due to the COVID-19 crisis. This article captures the highlights of a December 2020 conversation between Colleen Johnston, a former member of TD Bank’s...
Minerva Issue 4: Profit and Purpose
Minerva | April 2021
In November of 2020, in the midst of the COVID-19 pandemic, the Women of Burgundy hosted a conversation between Cisco Canada’s vice-president of corporate affairs, Willa Black, and Burgundy’s...
Minerva: the Women of Burgundy Magazine, Issue 3
Minerva | July 2020
The third issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
Minerva Issue 3: The Novel Coronavirus Rocked the Financial Markets
Minerva | July 2020
The stock market crash in early 2020 was unparalleled in history due to the pace of price declines, the speed and breadth of monetary and fiscal policy responses, and the immediate...
Minerva Issue 3: Building Economic and Cultural Resiliency
Minerva | July 2020
On August 19, 2019, over 180 chief executives of many of America’s largest companies issued a statement challenging the concept of business as we know it. The prevailing view of the last 50...
Minerva: the Women of Burgundy Magazine, Issue 2
Minerva | October 2019
The second issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors...
Minerva Issue 2: In Conversation with Katie Taylor
Minerva | October 2019
In May of 2018, we were honoured to host an evening with Katie Taylor. As former CEO of Four Seasons Hotels & Resorts, Katie was directly responsible for making capital allocation decisions...
Minerva Issue 2: Women of Burgundy, a Five-Year Update
Minerva | October 2019
A married woman, a mother, a grandmother, the CEO of her family’s foundation. Seeking the best thinking around investing so that she can prudently steward her family’s wealth...
Minerva Issue 2: Optimizing Capital
Minerva | October 2019
In June 2019, Women of Burgundy hosted an interactive conversation with Halina von dem Hagen, Global Treasurer and Head of Capital Management at Manulife Financial Corporation. Manulife is the largest...
Minerva: The Women of Burgundy Magazine, Issue 1
Minerva | April 2019
The inaugural issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors....
Minerva Issue 1: Leaders in Sustainability
Minerva | April 2019
In September of 2018, the Women of Burgundy hosted a fascinating and far-reaching conversation between Walmart’s Chief Sustainability Officer and Foundation President, Kathleen McLaughlin and Anne M...