Roz is passionate about long-term stewardship of institutional capital and spends much of her free time raising funds for charitable Canadian institutions. After earning a Bachelor of Arts Degree at Western University where she studied Economics and English, she was drawn to her role at Burgundy because it enabled her to pursue her interest in investment management and develop her capacity for communications.

Roz values the opportunity to work with dedicated colleagues and clients, who pursue excellence and share an independent mindset.

Burgundy Experience

  • Joined Burgundy in 2014
  • Previous roles include: Private Client Associate, Investment Communications

Relevant Experience

  • 5+ years of combined professional experience


  • Bachelor of Arts, Western University

Memberships and Community

  • Co-Chair, St. Michael's Young Leaders, “Duffer” Golf Tournament
  • Chair, Girls E-Mentorship Scholarship Committee
  • Cabinet Member, AGO Next