Lisa Ritchie

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

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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