Rachel Davies

Analytical by nature, Rachel was attracted to the investment industry because of her interest in understanding the complex relationships between people, the economy, and corporations. After 13 years on the investment management side of the business, she’s excited to be able to share her experience and insight with clients. Having witnessed the invariable ups and downs of the industry, Rachel is empathetic to the emotions investing can cause. She is passionate about ensuring her clients are comfortable with the investing process in order to help them achieve their long-term financial goals with peace of mind.

Burgundy Experience

  • Joined Burgundy in 2017

Relevant Experience

  • 10+ years of combined professional experience
  • Experience includes positions at: 1832 Asset Management, AGF Investment Management, RBC Capital Markets

Education

  • CFA charterholder
  • MBA, Schulich School of Business
  • Honours Bachelor of Science (Biochemistry), Queen's University

Memberships and Community

  • Member, CFA Institute
  • Member, Toronto CFA Society
  • Board Member, Citadel + Compagnie