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 made her a great fit for Burgundy. After more than 30 years in the investment business, Lisa maintains that she learned something new and interesting every day.

Burgundy Experience

  • Joined Burgundy in 2014
  • Appointed a Vice President in 2017
  • Appointed Vice President Emeritus and retired from Burgundy in 2022

Relevant Experience

  • 35+ 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

POSTS FROM THIS AUTHOR

Minerva Issue 6: In Conversation with the Honourable Margaret Norrie McCain

Minerva Issue 6: In Conversation with the Honourable Margaret Norrie McCain

Minerva | March 2023

In June 2022, the Women of Burgundy hosted an intimate evening with the Honourable Margaret “Margie” Norrie McCain, one of Canada’s most prominent philanthropists, an advocate for early childhoo...

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Minerva Issue 6: A Conversation with Janice Fukakusa

Minerva Issue 6: A Conversation with Janice Fukakusa

Minerva | March 2023

In November 2021, the Women of Burgundy hosted Janice Fukakusa, chancellor of Toronto Metropolitan University, corporate director, not-for-profit director, and former chief administrative officer and...

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Minerva Issue 6: Years in the Making

Minerva Issue 6: Years in the Making

Minerva | March 2023

With over 35 years of experience, Lisa Ritchie, CFA, has been an invaluable member of Burgundy Asset Management and the Women of Burgundy. Passionate about finance, problem solving, and helping others...

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Minerva: the Women of Burgundy Magazine, Issue 5

Minerva: the Women of Burgundy Magazine, Issue 5

Minerva | March 2022

The fifth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....

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Minerva Issue 5: A Conversation with Patti Croft

Minerva Issue 5: A Conversation with Patti Croft

Minerva | March 2022

In the spring of 2021, the Women of Burgundy hosted a conversation between Patti Croft, one of Canada’s most respected economists, and Burgundy Vice Presidents Lisa Ritchie and Anne Maggisano....

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Minerva Issue 5: Grounded in Excellence

Minerva Issue 5: Grounded in Excellence

Minerva | March 2022

In the fall of 2021, Burgundy vice presidents Lisa Ritchie and Anne Maggisano sat down with Helen Kearns, CEO, and Susan Bell, President, of the investment advisory firm Bell Kearns and...

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2021 Sustainability Report:  Reflecting on our Journey

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...

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Minerva: the Women of Burgundy Magazine, Issue 4

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....

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Minerva Issue 4: In Conversation with our Chief Investment Officer

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...

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Minerva Issue 4: Resilience and Surviving Crises

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...

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Minerva Issue 4: Profit and Purpose

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...

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Minerva: the Women of Burgundy Magazine, Issue 3

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....

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Minerva Issue 3: The Novel Coronavirus Rocked the Financial Markets

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...

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Minerva Issue 3: Building Economic and Cultural Resiliency

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...

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Minerva: the Women of Burgundy Magazine, Issue 2

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...

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Minerva Issue 2: In Conversation with Katie Taylor

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...

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Minerva Issue 2: Women of Burgundy, a Five-Year Update

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...

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Minerva Issue 2: Optimizing Capital

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...

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Minerva: The Women of Burgundy Magazine, Issue 1

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....

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Minerva Issue 1: Leaders in Sustainability

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...

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