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
  • Appointed a Vice President in 2023
  • Previous roles include: Private Client Associate, Investment Communications

Relevant Experience

  • 10+ years of combined professional experience

Education

  • Bachelor of Arts, Western University

POSTS FROM THIS AUTHOR

When to Buy: A Journey Inside Our Investment Process

When to Buy: A Journey Inside Our Investment Process

The Journal | June 2025

What does it take to reach a “buy” decision at Burgundy? In this panel from the 26th Burgundy Forum, members of our Investment Team walk through the process, from idea...

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Minerva Issue 6: Remembering Wilma Soss

Minerva Issue 6: Remembering Wilma Soss

Minerva | March 2023

Before institutional investors dominated the investment landscape, most public-company shareholders were individuals who owned their stock directly. The human identity of these shareholders was an imp...

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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...

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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...

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