Rachel Davies, CFA, CFP
Vice President, Investment Counsellor
Areas of Focus
- Individuals & Families in British Columbia, Alberta & Ontario
- Foundations & Endowments in British Columbia, Alberta & Ontario
- Family Offices in British Columbia, Alberta & Ontario
Analytical by nature, Rachel was drawn to the investment industry based on her interest in the complex dynamics between individuals, the economy, and corporations. After spending 13 years on the investment research side of the business, she was excited to join Burgundy and share her experience and passion for investing with our clients in Western Canada. Having experienced the inevitable ups and downs of the markets as an analyst, Rachel understands firsthand the emotional toll of investing. She is committed to ensuring her clients are comfortable with the investing process so they can pursue their long-term financial goals with greater peace of mind.
Burgundy Experience
- Joined Burgundy in 2017
- Appointed a Vice President in 2020
- Named Women of Burgundy Co-Lead in 2023
Relevant Experience
- 20+ years of combined professional experience
- Experience includes positions at: 1832 Asset Management, AGF Investment Management, RBC Capital Markets
Education
- Certified Financial Planner
- CFA charterholder
- MBA, Schulich School of Business
- Honours Bachelor of Science, Queen's University
Memberships and Community
- Director, Ballet BC
- Member, CFA Society Vancouver
- Member, CFA Society Toronto
- Member, CFA Institute
- Member, Estate Planning Council of Vancouver
POSTS FROM THIS AUTHOR
Minerva: Issue 8
Minerva | March 2025
Since the 1950s, the average global lifespan has increased from 47 to 73 years—an extraordinary 26-year expansion in just seven decades. Addressing this shift requires resources to extend our health...
The Power of Wealth Identity
The Journal | May 2024
Why should we care about our wealth identity? According to wealth psychotherapist Joan DiFuria, understanding the interplay between our personal stories, beliefs, and emotions about money holds signi...
Minerva: Issue 7
Minerva | March 2024
Generational wealth means more than the transfer of financial assets from one generation to the next. It is about the transfer of purpose and values that guide our decision-making....
Recession Ready
The Journal | July 2023
After months of economists sounding the alarms for a recession, many investors are seeking advice on how to prepare for the uncertain economic future. In this piece, Investment Counsellor Rachel...
Does Value Matter?
The Journal | August 2022
For over 30 years, Burgundy’s approach has been to own quality businesses while being mindful of the price paid. When both these attributes are considered carefully, we believe the result...
China: How Our Investment Approach Travels
The Journal | August 2021
While opinions about China vary, one thing is certain – there is a lot of change taking place there. Now the world’s second-largest stock market, China has experienced a booming...
Minerva Issue 2: Invert, Always Invert
Minerva | October 2019
The past 30 years have truly been a spectacular period to be invested in stocks. A US$10,000 investment in the S&P 500 Index at the end of 1988 would have grown...
Can You Get Hurt Jumping Out of a Basement Window?
The Journal | November 2018
An Interview With Richard Rooney. Burgundy’s investing approach takes time and patience. And, perhaps most importantly, it takes some original thinking, intensive research...
Navigating a Trade War
The Journal | August 2018
“The ship was the pride of the American side coming back from some mill in Wisconsin. As the big freighters go, it was bigger than most with a crew and...