Stephen first joined Burgundy as an intern 15 years ago. During his internship, he quickly realized that Burgundy was the right environment to learn and practice the craft of investing because of its investment philosophy, independent research focus and most importantly, its willingness to stand apart from the crowd. As a Portfolio Manager on Burgundy’s Canadian large-cap equity team, he helps identify, analyze and monitor both potential and existing portfolio companies.

Burgundy Experience

  • Joined Burgundy in 2006
  • Appointed a Vice President in 2016
  • Previous roles include: Fund Accountant, fixed income Investment Analyst

Relevant Experience

  • 15+ years of combined professional experience


  • CFA charterholder
  • Honours Bachelor of Business Administration (Finance), Wilfrid Laurier University

Memberships and Community

  • Member, CFA Society Toronto
  • Member, CFA Institute