Burgundy Asset Management Ltd. » Lisa Ritchie
Lisa Ritchie

Lisa has always loved puzzles, with 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 colleagues and clients.

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