Lucas discovered value investing, not unlike many practitioners, by reading Benjamin Graham’s The Intelligent Investor. The book provided the first load-bearing wall in Lucas’ investment-thinking house. He enjoys combining quantitative and qualitative analysis with common sense while researching investment companies. Lucas also appreciates that the long-term validity of investment decisions can be assessed with an impartial yardstick, offering a helpful and uncompromising feedback mechanism.

Burgundy Experience

  • Joined Burgundy in 2013
  • Appointed a Vice President in 2022
  • Previous roles include: Canadian equity Investment Analyst, U.S. equity Investment Analyst

Relevant Experience

  • 10+ years of combined professional experience


  • CFA charterholder
  • Master of Finance, Schulich School of Business, York University
  • Bachelor of Business Administration (Finance), Laval University

Membership and Community

  • Member, CFA Institute