About Burgundy
Burgundy is a Financial Services company based in Toronto (Canada) founded in 1990 by Richard Rooney and Tony Arrell, and was acquired by BMO in June 2025. Diversified asset management is conducted via research-driven bottom-up processes. The company has 1 employees. Its chief executive, as recorded, is Tony Arrell. Its website burgundyasset.com draws about 14 thousand monthly visits. Burgundy offers products and services including Equity Approach, Credit Approach, and Sustainable Investing. Its focus areas include Asset Management and Diversified. Its legal entity is BURGUNDY ASSET MANAGEMENT (US) LLC. Its competitors include Sun Life Financial, Royal Bank of Canada and Fairfax Financial Holdings.
Company details
Founded in 1990 in Toronto, Canada, Burgundy functions as a diversified asset management firm. A disciplined, research-driven, bottom-up approach is applied to select strong companies trading below intrinsic value. Client wealth is protected and expanded over extended periods. Long-term client relationships are fostered, with asset allocation customized to specific needs. Operations prioritize adherence to clients interests within the financial sector.
- Headquarters Toronto, Canada
- Employees 1
- Founders Richard Rooney, Tony Arrell
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website burgundyasset.com
- Social LinkedIn X
- Acquired by BMO (Jun 2025)
- Legal Name Burgundy Asset Management (Us) Llc
Products & Services of Burgundy
Burgundy offers a comprehensive portfolio of products and services, including Equity Approach, Credit Approach, and Sustainable Investing.
Strategy for investing in quality companies at value prices.
Focuses on income generation through bond investments.
Integrates ESG factors into long-term portfolio management.
Investors in Burgundy
Burgundy has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include BMO.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
BMO is recognized as a leading financial services provider in Canada. | 1817 | bmo.com | Toronto, Canada |
Investor details for Burgundy
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People of Burgundy
78 people are tracked at Burgundy (47 in leadership, 31 in team); the tracked headcount is 1.
| Name | Role | Group |
|---|---|---|
Richard Rooney | Co-Founder | Leadership |
Tony Arrell | Co-Founder & CEO | Leadership |
Doug Winslow | Vice President, Portfolio Manager | Leadership |
Dimitar Shapov | Vice President, Portfolio Manager | Leadership |
Christian Sisak | Vice President, Investment Analyst | Leadership |
Donald Gawel | Vice President, Investment Analyst | Leadership |
Allan Macdonald | Senior Vice President Emeritus | Leadership |
Anne Mette De Place Filippini | Senior Vice President, Chief Investment Officer | Leadership |
Andrew Iu | Vice President, Portfolio Manager | Leadership |
Angela Bhutani | Vice President, Investment Counsellor | Leadership |
Kate Mostowyk | Vice President, Investment Counsellor | Leadership |
Anne Maggisano | Vice President, Investment Counsellor | Leadership |
Ching Chang | Vice President, Portfolio Manager | Leadership |
Greg Dowdall | Vice President, Investment Counsellor | Leadership |
Gustavo Ballvé | Vice President, Investment Analyst | Leadership |
Lauren Davis Landau | Vice President, Investment Counsellor | Leadership |
Lucas Bertrand - Sittler | Vice President, Investment Analyst | Leadership |
Michael Elkins | Vice President, Investment Analyst, Director Of Research | Leadership |
Stephen Shuttleworth | Vice President, Portfolio Manager | Leadership |
Kyle Stolys | Vice President, Investment Analyst | Leadership |
58 more people are available in the full profile.
Complete people profiles for Burgundy
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Timeline of Burgundy
2 dated milestones of Burgundy across 35 years, from founding to its latest funding, stage changes and deals.
- Founded Burgundy is founded.
- Exit Acquired by BMO.
Competitors of Burgundy
Burgundy has 3 listed competitors in our database. They include Sun Life Financial, Royal Bank of Canada and Fairfax Financial Holdings.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| sunlife.com | 1865 | Toronto, Canada | 32,002 | Insurance and asset management services are offered to diverse clients. | ||
| rbc.com | 1864 | Toronto, Canada | 500 | Comprehensive banking and financial services are provided globally. | ||
| fairfax.ca | 1985 | Toronto, Canada | 38,040 | Property & casualty insurance company |
Detailed competitors of Burgundy
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Web traffic of Burgundy
The website of Burgundy (burgundyasset.com) receives about 13.6K visits a month.
- Monthly visits13.6K
▼ 6.3% vs previous month
Websites whose visitors overlap most with Burgundy. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| bellvest.ca | 100% | 680.7K | #2,738,978 | View details | |
| sionna.ca | 95% | #9,220,150 | View details | ||
benefitsandpensionsmonitor.com | benefitsandpensionsmonitor.com | 95% | #1,094,488 | – | |
pionline.com | pionline.com | 84% | #359,811 | – | |
| newtonim.com | 65% | 11.1K | #2,144,335 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for Burgundy
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- 6 similar websites
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Related news about Burgundy
Complete news archive for Burgundy
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Frequently Asked Questions about Burgundy
Burgundy was founded in 1990.
Burgundy is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Tony Arrell is the CEO of Burgundy, as recorded in our data. They have also founded this company.
Burgundy has 1 employees.
Founded in 1990 in Toronto, Canada, Burgundy functions as a diversified asset management firm. A disciplined, research-driven, bottom-up approach is applied to select strong companies trading below intrinsic value. Client wealth is protected and expanded over extended periods. Long-term client relationships are fostered, with asset allocation customized to specific needs. Operations prioritize adherence to clients interests within the financial sector.
Burgundy's top competitors include Royal Bank of Canada, Sun Life Financial and Fairfax Financial Holdings.
Burgundy offers Equity Approach, Credit Approach, and Sustainable Investing.
Burgundy has 1 investor. Key investors include BMO.
Burgundy operates through Burgundy Asset Management (Us) Llc.
Yes. Burgundy was acquired by BMO in June 2025.