Leading the Way for Generational Wealth

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

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

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

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

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

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?

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...

The Management Factor

The Management Factor

The Journal | September 2023

At Burgundy, we believe understanding the management teams behind the companies we invest in is essential. But what does that actually entail? In this deep dive, Portfolio Managers Ching Chang...

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