Roz McLean

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

Education

  • 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

POSTS FROM THIS AUTHOR

Minerva Issue 1: Inside the Book Club

Minerva Issue 1: Inside the Book Club

Minerva | April 2019

In the typical path to becoming a better investor, most people spend their time understanding financial concepts such as how to interpret a company’s finan­cial statements or learning ...

Read More

Political Instability is Not the Same as Financial Instability

Political Instability is Not the Same as Financial Instability

The Journal | March 2017

It can be difficult to discern between political and financial instability. Global capital markets often mirror tempestuous political campaigns, eliciting financial anxiety that might not have otherwi...

Read More