Lloyd Barbara

Lloyd began his asset management career in 1964 when he joined William M. Mercer Ltd. During his eight years with Mercer, he spent most of his time analyzing investment managers and assisting clients with their manager choices. In 1972 he joined Confederation Life representing their value investment division known as Confed Investment Counselling and helped develop their asset management business in Eastern Canada. In 1991 he became head of their national marketing operation which comprised five regional offices across Canada. In 1994 Lloyd joined Burgundy as Senior Vice President with primary responsibility for new business development and client servicing for both private and institutional accounts across Canada, and subsequently institutional accounts in the United States and United Kingdom.

Over the years, Lloyd has been active in the community. He has sat on the Board of Directors of St. Michael’s Hospital Foundation for 18 years and is a member of the Rotary Club of Toronto and the Heart & Stroke Foundation Investment Committee. He was also a founding member of the Board of Dignitas International.

Burgundy Experience

  • Joined Burgundy in 1994
  • Appointed Vice Chairman in 2010
  • Previous roles include: Private Client Relationship Management, Head of U.S., International, and Canadian Client Groups

Relevant Experience

  • 45+ years of combined professional experience
  • Experience includes positions at: Confederation Life, William M. Mercer Ltd.

Memberships and Community

  • Board Member and Member of the Audit and Finance Committee, St. Michael’s Hospital Foundation
  • Investment Committee Member, Heart & Stroke Foundation
  • Member, Rotary Club of Toronto
  • Board Member, Newman Foundation