Charles W.

Vice President - Investment Counsellor at Burgundy Asset Management LTD.
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • French -

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Credentials

  • Edit and enter HKS executive program name here
    Harvard Kennedy School Executive Education

Experience

  • Burgundy Asset Management Ltd.
    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Vice President - Investment Counsellor
      • Aug 2015 - Present

      Burgundy Asset Management Ltd is an employee-owned investment counseling firm. The firm provides its asset management services to high net worth individuals and institutional clients (foundations, endowment funds, pension plans) on a specialty-equity or balanced mandate basis. It invests in the public equity and fixed income markets across the globe, utilizing a bottom-up, quality-value investing approach. For equities, the firm invests in small-cap, mid-cap, and large-cap companies, and its in-house primary research is the cornerstone of the investment approach. Burgundy's fixed income philosophy focuses on corporate credit analysis, which dovetails nicely with our equity investment approach. Burgundy is headquartered in Toronto, ON, with client-servicing offices in Montreal, QC, and Vancouver, BC. Show less

    • Vice President
      • Aug 2013 - Oct 2015

      Client service and relationship management for Burgundy's U.S. Institutional clients who are predominantly in the foundation and endowment space.

    • Investment Analyst
      • Sep 2008 - Sep 2013

      Equity research - small and large cap Canadian equities.

  • Foyston, Gordon & Payne
    • Investment Analyst
      • Sep 2004 - Sep 2008

      Equity research - small and large cap Canadian equities. Equity research - small and large cap Canadian equities.

  • AIM Trimark Investments
    • Toronto, Canada Area
    • Product Specialist
      • Jun 2003 - Sep 2004

  • Morningstar
    • United States
    • Financial Services
    • 700 & Above Employee
    • Research Analyst
      • Mar 2000 - Jun 2001

Education

  • Harvard University, John F. Kennedy School of Government
    Investment Decisions and Behavioural Finance
    2016 - 2016
  • Harvard Business School Executive Education
    Investment Management Workshop
    2014 - 2014
  • The University of Western Ontario - Richard Ivey School of Business
    MBA, Finance
    2001 - 2003
  • Queen's University
    Honours Arts, Economics
    1993 - 1997
  • Kingston Collegiate and Vocational Institute

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