Inspiring women to make investing a priority.
A community where women support women in building financial independence.
About Us
FOSTERING CURIOSITY, CONNECTION, AND CONTINUAL GROWTH
Women of Burgundy’s core mission is to build a community that inspires women to make investing a priority and take a leadership role over their wealth.
Founded in 2014 in response to a client’s need, Women of Burgundy has hosted seminars, book clubs and feature events over the years to ignite curiosity, build confidence, connect with inspiring women, and foster a supportive community.
Since our launch, Women of Burgundy has reached more than 1,300 women and men. We have built a deep and strong community of over 470 members who attend our events regularly.
Connect with Women of Burgundy
Anne Maggisano, CFA
Vice President, Investment Counsellor
Charting a Path for Women & Wealth
We believe that nurturing the women in our community to be confident and competent investors will create ripple effects for generations.
The women we educate today will go on to influence the people in their lives, helping to reshape the narrative around gender roles in investing and wealth.
What we are building is not the norm. We have canvassed the Canadian landscape, and we are one of the first investment firms to chart this path with this level of commitment.
– Sally Ride, the first American woman astronaut.
We highlight successful women leaders in investing and in business to provide role models for other women.
By encouraging the women at Burgundy and the women in our networks to put themselves forward as experts, we are helping make women’s talent more visible. In doing so, we are removing barriers that may prevent us from taking a lead role in managing our wealth.
Core Values
EDUCATION, INSPIRATION, AND COMMUNITY
- Education: Bringing together experts in their respective fields to share on themes that affect women and families, like investor education, generational wealth, eldercare, legal & tax planning, philanthropy, and more.
- Inspiration: Highlighting women’s knowledge, skills and life experiences; featuring role models for other women.
- Community: Building a supportive community that fosters growth and resilience to face the inevitable challenges to come.
Leading by Example
OVER HALF OF BURGUNDY’S INVESTMENT COUNSELLORS ARE WOMEN
Our Investment Counsellors act as stewards for our clients and their wealth; their objective is to put each individual or family in the best position to meet their long-term investment and wealth goals.
Currently, more than half of our 19-person team of Investment Counsellors are women. The industry average is closer to 18%. We are a leader in this regard.
Meet “Minerva”
WISDOM, KNOWLEDGE, AND MASTERY
Named after the Roman goddess of wisdom and the sponsor of arts, trade, and strategy, Minerva is Women of Burgundy’s flagship event and annual publication. An inspirational call to action, the goddess Minerva embodies the highest values of wisdom, knowledge, and mastery.
Minerva Summit
FOCUSED ON LEARNING & CONNECTION
The annual Minerva Summit in Toronto brings together our community of women and men to explore meaningful themes through a woman’s lens. Past topics have included investor education, generational wealth, eldercare, legal & tax planning, philanthropy, and more.
In addition to our in-person audience, we welcome a growing virtual community of Burgundy clients from across the country.
We are excited about the Summit’s future and remain dedicated to fostering a platform where our community can learn from and be inspired by leaders on topics related to women and wealth.
Now Available: Minerva Magazine, Issue 8
THE HEALTHSPAN-LIFESPAN GAP
In our eighth edition of Minerva, we are delighted to share the discussions and learnings from the Minerva Summit, with a focus on the healthspan-lifespan gap. Alongside experts, we reimagine aging in an era of unprecedented life expectancies and consider the complexities of decision–making and later-life planning.
Minerva Magazine
EXPLORE THE THEMES THAT INFLUENCE WOMEN & WEALTH
Established in 2019, Minerva magazine extends Women of Burgundy’s reach nationwide. The publication seeks to inspire thoughtful dialogue and provide a platform to explore, discover, and debate issues related to women taking a leadership role over their wealth.
Browse feature articles and topics below. To view the full Minerva library, visit our Views & Insights page.
All Women of Burgundy
Browse the entire collection of Minerva and Women of Burgundy articles.
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Interested in learning more?
Connect with Women of Burgundy
Women of Burgundy Co-Lead: East Coast
Anne Maggisano, CFA
Vice President, Investment Counsellor
Women of Burgundy Co-Lead: West Coast
Rachel Davies, CFA
Vice President, Investment Counsellor