Lisa Ritchie, CFA

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.