The legal aspects that come with generational wealth and legacy planning are important to consider, as Victoria E. Winter and Audrey Shecter of Beard Winter LLP explained during a workshop hosted by Burgundy Investment Counsellor Lauren Davis Landau, CFA. Whether you aim to solidify an existing wealth-transfer plan, identify new considerations, or lay the foundation for future arrangements, this article aims to enhance your knowledge and confidence in your wealth-planning strategies. Read More: https://lnkd.in/gpWCzQBi
Burgundy Asset Management Ltd.
Investment Management
Toronto, Ontario 17,344 followers
Independent investment managers, since 1991
About us
Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices. Burgundy follows a bottom-up, value-driven investment approach supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, undervalued companies with the potential to achieve solid, absolute returns over the long term. Founded in 1990, Burgundy began investing for clients in 1991. Our central mission is to protect and build the capital of our clients, who are seeking strong, long-term, absolute returns versus short-term, relative performance. We remain independent and employee owned, and invest alongside our clients so that our investment interests are directly aligned.
- Website
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https://www.burgundyasset.com
External link for Burgundy Asset Management Ltd.
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 1990
Locations
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Primary
Get directions
181 Bay Street, Suite 4510, Brookfield Place
Toronto, Ontario M5J 2T3, CA
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Get directions
1501 McGill College Avenue
Suite 2090
Montreal, Quebec H3A 3M8, CA
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Get directions
999 West Hastings Street, Suite 1810
Vancouver, British Columbia V6C 2W2, CA
Employees at Burgundy Asset Management Ltd.
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Jacoline Loewen MBA ICD.D.
Director, High Net Worth Relationships @ Burgundy Asset Management | Author, Wealth Management
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Gustavo Ballve
Vice President, Investment Analyst at Burgundy Asset Management Ltd.
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Tiho Devic
System and Network Administrator at Burgundy Asset Management LTD.
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Mathew Harrison, CFA
Vice President, Head of Private Client Group at Burgundy Asset Management Ltd.
Updates
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When it comes to investing in Europe, Portfolio Manager Ken Broekaert looks for the best of the best. In this clip from our 2024 Forum, Ken highlights some of the top holdings in his portfolio across luxury brands, pharmaceuticals, and consumer staples.
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The U.S. market gets most of the attention in the world today since it accounts for most of the world’s equity market value. It tells a rather odd tale. The overwhelming majority of publicly traded U.S. companies have negative returns year to date. A very small number of enormous and fast-growing internet platform/AI stocks are up hugely on the year and have kept the market averages in positive territory. Such companies do not exist elsewhere, so most non-U.S. markets continue to lag.
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In his speech from this year’s Burgundy Forum, Portfolio Manager Doug Winslow draws inspiration from an iconic action hero to explore investing during a digital revolution. As technology marches forward, Doug emphasizes staying grounded, investing in the present era, and avoiding the allure of hype. Read more: https://lnkd.in/gRyW_D3U
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We are pleased to announce that effective July 1st, Mike Sandrasagra assumed the role of Burgundy’s Global Head of Consultant Relations. Read More: https://lnkd.in/gm6C8hnm
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In this clip from our 2024 Forum, CIO Anne Mette De Place takes us back a quarter of a century to reflect on a client report from March 2000. The takeaway? Despite changes in our environment, Burgundy’s fundamental principles have remained unchanged.
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What excites you? What inspires you? What breaks your heart? Dr. Sharilyn Hale, C.Dir encourages you to reflect on these questions when selecting the charitable cause that’s right for you. In her conversation with Investment Counsellor Angela Bhutani, CFA, Hale highlights key areas for individuals and families to consider when defining their charitable goals, while also discussing the growing influence of women in shaping modern philanthropy. Read more: https://lnkd.in/gxZhS4P6
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Congratulations to our very own Richard Rooney for his Honorary Doctorate of Laws.
President and Vice-Chancellor at Toronto Metropolitan University (Formerly Ryerson University)
This morning, we were proud to honour Richard Rooney with an Honorary Doctorate of Laws. Richard has built a successful career in wealth management and used his influence to strengthen communities and drive positive change, reflecting the values we uphold at TMU. As co-founder and Chief Investment Officer of Burgundy Asset Management, Richard’s leadership earned the firm recognition as one of Canada’s Best Managed Companies. His dedication to equity and inclusion has opened doors for women and minorities in asset management through internships and outreach programs. Richard also serves on the boards of several organizations in arts and healthcare and is a mentor to many aspiring business professionals. Congratulations, Dr. Rooney. Your exemplary leadership and commitment to community inspire us all at TMU.
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Some things never change. In this clip from our 2024 Forum, Portfolio Manager David Vanderwood uses a long-time Burgundy holding to put a spotlight on the magic of compounding