Rachel Davies

To: Vice President Since joining Burgundy as an Investment Counsellor in 2017, Rachel has been an integral member of the Burgundy Private Client Group. In 2019, Rachel moved to Vancouver to focus on private client relationship management and business development in Western Canada.

Rachel Davies, CFA – Vice President

To: Vice President

Since joining Burgundy as an Investment Counsellor in 2017, Rachel has been an integral member of the Burgundy Private Client Group. In 2019, Rachel moved to Vancouver to focus on private client relationship management and business development in Western Canada.

Prior to Burgundy Rachel spent 13 years on the investment side of the business, and has fused that knowledge with her passion for helping our clients achieve their long-term financial goals. This includes four years at 1832 Asset Management where she held the position of Portfolio Manager. Prior to that, Rachel spent seven years as an Associate Portfolio Manager and Analyst at AGF Investment Management/Acuity.

Rachel earned her MBA from the Schulich School of Business and her Bachelor degree from Queen’s University.

Founded in 1990, Burgundy is an independent, discretionary,  global investment manager for institutions and private clients. Burgundy employs a quality-value investment approach with the intention of preserving and growing clients’ capital over the long term.

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