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

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

  • Member, Vancouver CFA Society
  • Member, Toronto CFA Society
  • Member, CFA Institute
  • Member, Estate Planning Council of Vancouver

POSTS FROM THIS AUTHOR

The Power of Wealth Identity

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...

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Minerva: Issue 7

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....

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Recession Ready

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...

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Does Value Matter?

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...

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China: How Our Investment Approach Travels

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...

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Minerva Issue 2: Invert, Always Invert

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...

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Can You Get Hurt Jumping Out of a Basement Window?

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...

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Navigating a Trade War

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...

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