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.
The Challenge of Wealth Transfer
The Journal | April 2024
Wealth transfer can be a formidable challenge, whether on an individual level, within a family dynamic, or from a business standpoint. Drawing from decades of research experience, Chief Investment Off...
Leading the Way for Generational Wealth
The Journal | March 2024
As a third-generation wealth holder and parent to the fourth generation, Christina Sorbara understands the responsibility of managing wealth, which involves navigating family legacy, philanthropy, and...
Transitioning a Family Business
The Journal | January 2024
Are you a family business owner grappling with the challenges of generational transition? You're not alone. The next generation has a different vision for their future, and the family business...
Why Our Culture Is Your Advantage
The Journal | January 2024
How do you build a robust company culture? Off the heels of our recent firm-wide offsite, Robyn Ross, Head of People & Talent, identifies some of our key findings and...
2023 ESG Report
The Journal | December 2023
Read our 2023 report to learn more about Burgundy’s ESG integration over the past 12 months. Highlights include an update on our Sustainability Council, a look at recent developments from our...
A Giant Departs
The Journal | November 2023
As the investment world mourns the passing of Charlie Munger, Burgundy’s Co-Founder Richard Rooney pays tribute to the business titan. The portrait featured of Charlie Munger and Warren Buffett...
A Guide to Giving: Tax Strategies & Financial Planning
The Journal | November 2023
Want to optimize your charitable contributions? In this conversation, Burgundy Investment Counsellor Jessie Bobinski was joined by Cynthia Kett from Stewart & Kett Financial Advisors to discuss th...
Higher for Longer?
The Journal | October 2023
In an effort to stomp out inflationary pressures, we’ve seen central banks touting a commitment to keep interest rates “higher for longer.” But what does that mean for your...