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, CFA Institute
  • Member, CFA Society Toronto
  • Member, Investment Committee, Burlington Community Foundation

POSTS FROM THIS AUTHOR

Minerva: The Women of Burgundy Magazine, Issue 1

Minerva: The Women of Burgundy Magazine, Issue 1

Minerva | April 2019

The inaugural edition 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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