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 New Map of Life
The Journal | March 2025
With lifespans continuing to rise, wealth management demands even more of our attention. As part of Burgundy’s commitment to helping clients plan for longer lives—enabling them to live...
The Heart of the Matter
The Journal | March 2025
How do you see the last days of your life? Leading end-of-life care expert Dr. Jean Marmoreo on the purpose and advocacy that goes into making truly informed decisions. Dr....
Family Experience
The Journal | March 2025
Ruth Bastedo is the Vice President, Senior Business Consultant at William Thomas Digital, an independent marketing agency purpose-built to deliver exceptional, tech-enabled customer experiences. A lon...
Explaining Powers of Attorney
The Journal | March 2025
Exploring what you need to know about one of the most critical—yet often overlooked—aspects of estate planning. Lucy Main, partner and co-chair of the Wills, Trusts, and Estates...
Minerva: Issue 8
Minerva | March 2025
Since the 1950s, the average global lifespan has increased from 47 to 73 years—an extraordinary 26-year expansion in just seven decades. Addressing this shift requires resources to extend our health...
One Bond at a Time: Burgundy's Credit Approach
The Journal | February 2025
Whether you are an individual or institutional investor, credit—and the income it generates—can play an important role in a well-diversified portfolio. For over 20 years, Burgundy has remained com...
A Modest Proposal
The Journal | February 2025
Amid trade war threats, political instability, and the potential overhaul of longstanding policies, Canada faces an uncertain and turbulent future. In this piece, Burgundy Co-Founder Richard Rooney co...
Navigating Trump's Tariffs
The Journal | February 2025
Political rhetoric has now translated into policy. On Saturday, President Donald Trump enacted tariffs on imports from Canada, Mexico, and China. For Canadians, this includes a 10% tariff on energy to...