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


  • CFA charterholder
  • MBA (Finance), Dalhousie University
  • Bachelor of Arts (Biology), Queen's University