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Members of Burgundy's Investment Team onstage at the annual Burgundy Forum
Members of Burgundy's Investment Team onstage at the annual Burgundy Forum

Team

We are the sum of our people. 140 individuals working together to help create your best future.

A - Z
Team

A

Achilleas Taxildaris

Achilleas Taxildaris

Investment Analyst

  • Canadian large-cap equities
Allan MacDonald

Allan MacDonald

Senior Vice President Emeritus

  • Joined Burgundy in 1995
  • 30+ years of combined professional experience
  • Launched Burgundy’s Canadian Small Cap and U.S. Small Cap strategies
Andrew Iu

Andrew Iu

Chief Investment Officer, Portfolio Manager

  • Joined Burgundy in 2013
  • Portfolio Manager for Partners' Global
  • 15 years of investment experience, including 7 years as Director of Research
Angela Bhutani

Angela Bhutani

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
Anne Maggisano

Anne Maggisano

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Women of Burgundy
Ayrton Dick

Ayrton David Dick

Vice President, Senior Relationship Manager

  • Institutions
  • Foundations & Endowments
  • Family Offices

B

blake-mcquattie

Blake McQuattie

Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices

C

Caroline Montminy

Caroline Montminy

Vice President, Investment Counsellor

  • Individuals & Families in Quebec & Ontario
  • Foundations & Endowments in Quebec & Ontario
  • Family Offices in Quebec & Ontario
Charles Walker

Charles Walker

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
Claude Bédard

Claude Bédard

Vice President Emeritus

  • Joined Burgundy in 2006
  • 40+ years of combined professional experience
  • Former Head of Burgundy’s Montreal office
Conor O'Kelly

Conor O'Kelly

Investment Analyst

  • U.S. equities
Craig Pho

Craig Pho

Senior Vice President, Portfolio Manager

  • Asian equities

D

Daniel Perrault

Daniel Perrault

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
dave-borg

Dave Borg

Vice President, Head of Operations

  • Joined Burgundy in 2016
  • 30 years of combined professional experience
  • Oversees Client Accounts and Operations
David Vanderwood

David Vanderwood

Senior Vice President, Portfolio Manager

  • Canadian equities
  • Global equities
Dimitar Shapov

Dimitar Shapov

Vice President, Portfolio Manager

  • Emerging Markets equities
Donald-Gawel

Donald Gawel

Vice President, Portfolio Manager

  • U.S. small/mid-cap equities
doug-winslow

Doug Winslow

Senior Vice President, Portfolio Manager

  • U.S. equities
  • Global equities

G

Greg Dowdall

Greg Dowdall

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
Gurpreet Kataure

Gurpreet Kataure

Vice President, Head of Technology & Business Solutions

  • Joined Burgundy in 2018
  • 20+ years of combined professional experience
Gustavo Ballve

Gustavo Ballvé

Vice President, Investment Analyst

  • Emerging Markets equities

H

Hailey Xu

Hailey Xu

Investment Analyst

  • Emerging Markets equities
Hayley-Conacher

Hayley Conacher

Vice President, Investment Analyst

  • Corporate credit
  • Government bonds

J

Jacoline Loewen

Jacoline Loewen

DIRECTOR, HIGH-NET-WORTH RELATIONSHIPS

  • Individuals & Families
  • Foundations & Endowments
  • Family Offices
james-arnold

James Arnold

Senior Vice President, Portfolio Manager

  • Fixed Income & Credit
  • Portfolio Manager for Balanced investment strategies
james-boulter

James Boulter

Deputy Portfolio Manager

  • U.S. small/mid-cap equities
Jennifer Dunsdon

Jennifer Dunsdon

Senior Vice President, Head of Client Experience

  • Joined Burgundy in 2001
  • 25+ years of combined professional experience
jessie-bobinski

Jessie Bobinski

Vice President, Investment Counsellor

  • Individuals & Families in British Columbia, Alberta & Saskatchewan
  • Foundations & Endowments in British Columbia, Alberta & Saskatchewan
  • Family Offices in British Columbia, Alberta & Saskatchewan
Josh Sangha

Josh Sangha

Investment Analyst

  • U.S. equities
Julie Cordeiro

Julie Cordeiro

Senior Vice President, Chief Administrative Officer

  • Joined Burgundy in 2016
  • 20+ years of combined professional experience
Julie-Tanna

Julie Tanna

Investment Analyst

  • Corporate credit
  • Government bonds

K

karen-mintz

Karen Mintz

Vice President, Chief Compliance Officer & Associate General Counsel

  • 20+ years of legal, regulatory & compliance experience
Kate Mostowyk

Kate Mostowyk

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
Ken Broekaert

Kenneth Broekaert

Senior Vice President, Portfolio Manager

  • European equities
  • Global equities
kim-nemeth

Kimberly Nemeth

Senior Relationship Manager

  • Pension Plans
  • Foundations & Endowments
  • Corporations
Kyle Coatsworth

Kyle Coatsworth

Senior Vice President, Head of Institutional

  • Institutions
  • Foundations & Endowments
  • Family Offices
Kyle Stolys

Kyle Stolys

Vice President, Investment Analyst

  • European equities

L

lauren-landau

Lauren Davis Landau

Vice President, Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
Lloyd Barbara

Lloyd Barbara

Director Emeritus

  • Joined Burgundy in 1994
  • 50+ years of combined professional experience
  • Former Vice President of Marketing, Pension & Investment Services for Confederation Life
Lucas Bertrand-Sittler

Lucas Bertrand-Sittler

Vice President, Investment Analyst

  • European equities

M

Mark Gallien

Mark Gallien

Vice President Emeritus

  • Joined Burgundy in 2002
  • 35 years of combined professional experience
mark-keil

Mark Keil

Vice President, Chief Financial Officer

  • Joined Burgundy in 2015
  • 15+ years of combined professional experience
  • Oversees the financial activities of the organization while supporting the long-term strategic priorities of Burgundy
Mathew Harrison

Mathew Harrison

Senior Vice President, Head of Private Client Group

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
Matt Liberman

Matthew Liberman

Investment Analyst

  • Canadian small-cap equities
Matthew O'Meara

Matthew O'Meara

Vice President, Portfolio Manager

  • Asian equities
  • EAFE equities
Maxim Barron

Maxim Barron

Investment Analyst

  • EAFE equities
meghan-moore

Meghan Moore

Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
Mike Elkins

Michael Elkins

Vice President, Portfolio Manager

  • European equities
  • EAFE equities
Mike Sandrasagra

Mike Sandrasagra

Vice President, Global Head of Consultant Relations

  • Investment Consultants
  • Foundations & Endowments
  • Pension Plans & Family Offices
mirjana-vladusic

Mirjana Vladusic

Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
mitchell-rothman

Mitchell Rothman

Vice President, Director of Research, Investment Analyst

  • U.S. equities

N

Natasha Santerre

Natasha Santerre

Vice President, Head of Trading

  • Joined Burgundy in 2007
  • 20+ years of combined professional experience

O

OliverCardoso

Oliver Cardoso

Vice President, Portfolio Manager

  • U.S. small/mid-cap equities

R

rachel-davies

Rachel Davies

Vice President, Investment Counsellor

  • Individuals & Families in British Columbia, Alberta & Ontario
  • Foundations & Endowments in British Columbia, Alberta & Ontario
  • Family Offices in British Columbia, Alberta & Ontario
Rafael Tricta

Rafael Tricta

Investment Analyst

  • Asian equities
richard-rooney

Richard Rooney

Co-Founder

  • Former Chief Investment Officer (20+ years)
  • 40+ years of combined professional experience
Robert Sankey

Robert Sankey

Chief Executive Officer

  • Joined Burgundy in 2005
  • 25+ years of combined professional experience
  • 10+ years of investment experience in equity & credit, including four years as Director of Research
Robyn Ross

Robyn Ross

Vice President, Head of People & Talent

  • Joined Burgundy in 2006
  • 25+ years of combined professional experience
  • Responsible for cultivating a successful work environment for Burgundy employees while also overseeing Burgundy’s full-time recruitment and intern program
Roz McLean

Roz McLean

Vice President, Senior Relationship Manager

  • Institutions
  • Foundations & Endowments
  • Family Offices

S

Sarah MacNicol

Sarah MacNicol

Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
Seerat Punihani

Seerat Punihani

Investment Analyst

  • Multi-regional
stephen-shuttleworth

Stephen Shuttleworth

Vice President, Portfolio Manager

  • Canadian equities
  • Canadian small-cap equities
Steve Boutin

Steve Boutin

Senior Vice President, Portfolio Manager

  • U.S. small/mid-cap equities

T

Tom Wilson

Tom Wilson

Investment Counsellor

  • Canadian Individuals & Families
  • Canadian Foundations & Endowments
  • Canadian Family Offices
Tony Arrell

Tony Arrell

Co-Founder

  • Joined Burgundy in 1993
  • Former Chief Executive Officer (20 years)
  • 55+ years of combined professional experience

U

usama-mazhar

Usama Mazhar

Global Equity Analyst

  • Global Equity

V

vida-guido

Vida Guido

Associate Investment Counsellor

  • Canadian Individuals & Families
Vince Hunt

Vincent Hunt

Vice President Emeritus

  • Joined Burgundy in 2004
  • 35 years of combined professional experience

W

william-honce

William Honce

Vice President, Senior Relationship Manager

  • Institutions
  • Foundations & Endowments
  • Pension Plans & Family Offices
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