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Burgundy Balanced Foundation (0P000074A4)

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BURGUNDY BALANCED FOUNDATION historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 405.18M
BURGUNDY BALANCED FOUNDATION 0.022 0.000 0.00%

0P000074A4 Overview

 
On this page you'll find an in-depth profile of Burgundy Balanced Foundation. Learn about the key management, total assets, investment strategy and contact information of 0P000074A4 among other information.
Category

Global Equity Balanced

Total Assets

405.18M

Expenses

Inception Date

Oct 01, 2002

Contact Information

Address Bay Wellington Tower, Brookfield Place
Toronto,Ontario M5J 2T3
Canada
Phone 416-869-3222
Fax 416-869-9036

Top Executives

Name Title Since Until
Anne-Mette de Place Filippini Senior Vice President 2020 Now
Biography Anne-Mette de Place Filippini joined Burgundy in June 2008 as Vice President and Portfolio Manager. In July 2012, Anne-Mette was appointed a Senior Vice President of the firm. Prior to Burgundy, Anne-Mette worked with AIC Investment Services Inc. Anne-Mette also has eight years of consulting experience advising top management of Fortune 500 companies on business strategy. Anne-Mette received her Bachelor of Science (1989) and Masters of Science (1992) in Economics from the University of Copenhagen. Part of her Masters degree was earned at the London School of Economics.
Richard E. Rooney Portfolio Manager 2002 2020
Biography Richard Rooney has been with Burgundy since 1995. As CIO, he oversees all investment activities. He also has responsibilities as Portfolio Manager. Richard began his career as a Chartered Accountant with Price Waterhouse. He left the practice in 1984 to join Sun Life as an Investment Analyst and subsequently joined AMI Partners in 1989. Richard received his Bachelor of Arts degree from the University of Toronto and his MBA from the Richard Ivey School of Business. In 2009, he was honoured by his peers and received the designation of Fellow of the Institute of Chartered Accountants.
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