Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
Passing it On
The Journal | August 2026
What you need to know about transferring wealth through gifts and loans, especially as it pertains to housing. As rising costs prompt more families to transfer wealth during their lifetimes,...
The Wisest Investment
The Journal | August 2026
Expert strategies and tips to help prepare the next generation for the inheritance economy. What’s one of the best, most forward-thinking investments you can make right now? Preparing for...
Inside a Foundation Portfolio
The Journal | August 2026
In 1996, a presentation by David Swensen, then Chief Investment Officer at Yale University, introduced Burgundy Co-Founder Richard Rooney to the idea that a foundation with an endowed corpus is theore...
Bridging Generations
The Journal | August 2026
What does it really take to prepare the next generation for the opportunities and responsibilities of family wealth? Judi Cunningham is the founder of the Trella Advisory Group, a consulting...
The Power of Starting Early
The Journal | August 2026
Exploring investment and insurance strategies for minors and young adults. It’s never too early to start investing or to think about financial priorities. That was the resounding message at...
Process over Prediction
The Journal | July 2026
When market noise is deafening, how do you build a resilient portfolio that can withstand change? At this year’s 27th Burgundy Forum, members of our Investment Team discussed what...
Observations from Planet Earth
The Journal | June 2026
Richard Rooney had sworn off market forecasting until a startling chart changed his mind. In “Observations from Planet Earth,” he reflects on the trends driving today’s markets, what happens...
The Inheritance Economy
The Journal | April 2026
Unpacking how the Bank of Mum and Dad has changed the way younger generations live. As tax season wraps up, many Canadians may have contributed to a First Home Savings...