New investment analysts join
Burgundy announced several investment analyst hires in mid-2026, including one on a rotational program across the investment department.
Investment Management
Toronto quality-value investment manager for wealthy families and institutions, now a separate line of business within BMO Wealth Management.
Burgundy is a Toronto-headquartered investment manager, founded in 1990, that runs concentrated quality/value equity and credit portfolios for private clients, foundations, endowments, pensions and family offices. BMO completed its acquisition of Burgundy on November 3, 2025 (about C$625 million in BMO shares); Burgundy now operates as a separate line of business within BMO Wealth Management, still led by CEO Robert Sankey. It had about $27 billion in AUM and 150 employees across Toronto, Montreal and Vancouver at the time of the deal. Its investment team regularly hires investment analysts, including through a rotational analyst role.
12 interview reports0 open roles1 deals5 people15 sources
Discretionary portfolio management and investment counselling for individuals and families, led by a Head of Private Client Group.
Mandates for institutions, family offices, foundations and endowments, led by Head of Institutional Kyle Coatsworth.
Bottom-up research teams covering Canadian large- and small-cap, U.S., EAFE, Asian and emerging markets equities, plus credit strategies.
| Toronto | ON | headquarters |
| Montreal | QC | office |
| Vancouver | BC | office |
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Reasons that work in interviews
5 reasons for Burgundy Asset Management (BMO)
The firm’s investment philosophy is published and almost no candidate reads it. Quoting a manager’s own stated criteria back to them, with one company you applied it to, beats any structural reason here. Say which part you agree with and, if you can defend it, one part you would push on.
Global discretionary manager for private clients, foundations, endowments, pensions and family offices, with a long-term, stable-business, risk-adjusted philosophy.
The research process is explicit and testable: qualitative work through management interviews, site visits and customer calls, alongside DCF-based intrinsic value where the gap to market price is the margin of safety.
The quality criteria are published (barriers to entry, honest and capable management as capital allocators, long-term free cash flow, conservative debt), so you can apply them to a company and bring that to the interview.
The firm looks at smaller businesses as individual companies rather than pieces of a market index, which is a genuine philosophical position you can agree or disagree with.
Small and mid-cap arms alongside the global mandate.
Unlock the full insights for Burgundy Asset Management (BMO): every round, the topics tested and what candidates experienced
Each row is a start season; the bars are when you apply. The track starts this month, so how far right a bar sits is how far off it is.
Winter 2027
Apply now
Chief Executive Officer
Executive
Joined Burgundy in 2005 and has been CEO since 2019, after serving as EVP and COO from 2016 and as Director of Research. Earlier worked at Russell/Mellon Analytical Services, CIBC Mellon and HSBC Bank Canada. He continues to lead Burgundy within BMO Wealth Management.
Co-Founder
Founders
Joined Burgundy as Chairman and CEO in 1993 and led it for about 20 years. Earlier career at Gardiner Watson, Wood Gundy and Midland Walwyn; Member of the Order of Canada. Remained with the business after the BMO acquisition.
Co-Founder
Founders
Joined in 1995, became President and CIO in 1997 and built the structure of Burgundy's investment team; became Vice Chair and Co-Founder in 2020. Earlier worked at Price Waterhouse, Sun Life and AMI Partners; appointed to the Order of Ontario (2025 inductee).
Chief Investment Officer, Portfolio Manager
Investments
Joined Burgundy in 2013 as an analyst on the Canadian small-cap team and was appointed CIO in 2025 after seven years as Director of Research; portfolio manager for Partners' Global. Previously worked in Goldman Sachs' Investment Banking Division.
Senior Vice President, Head of Institutional
Institutional
Joined Burgundy in 2013 and leads relationships with institutions, foundations, endowments and family offices; promoted to SVP in 2025. Previously Head of Burgundy's U.S. Client Group; earlier at Manulife Asset Management, Fidelity Investments and Questrade.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
2025
Andrew IuPromotion
Chief Investment Officer
Burgundy Asset Management → Burgundy Asset Management
Andrew Iu was appointed Chief Investment Officer in 2025 (month not stated on his bio).
Jun 19, 2025
Burgundy Asset Management Ltd.
Target · Wealth / asset management
Buyer BMO Financial Group · Seller Burgundy shareholders
BMO agreed to buy Burgundy for about C$625 million in BMO shares, including a C$125 million holdback tied to keeping certain AUM for 18 months after closing, plus a possible earn-out. The deal closed November 3, 2025, and Burgundy now runs as a separate line of business within BMO Wealth Management.
Burgundy announced several investment analyst hires in mid-2026, including one on a rotational program across the investment department.
BMO closed the Burgundy acquisition; Sankey continues as CEO and co-founders Arrell and Rooney remain.
Burgundy announced a round of SVP and VP promotions effective July 2025.
Burgundy told clients its investment philosophy, decision-makers and client standards would not change under BMO ownership.
Burgundy and BMO announce a definitive agreement for BMO to acquire the firm.
Founded in 1990; began investing for clients in 1991.
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Burgundy Asset Management · Aug 25, 2026 · burgundyasset.com
BMO Financial Group · Nov 3, 2025 · newsroom.bmo.com
BMO Financial Group (PR Newswire) · Jun 19, 2025 · prnewswire.com
Burgundy Asset Management · Jun 19, 2025 · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
Burgundy Asset Management · Date unavailable · burgundyasset.com
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Summer 2027
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Posting open Sep to Nov; Interviews Dec; Offers Jan.Fall 2027
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Posting open Sep to Nov; Interviews Dec; Offers Jan.Programs
Full-time Analyst · Toronto (office not stated)
Burgundy's August 2026 hiring notice describes a new Investment Analyst on a rotational program through the investment department; no standalone program page or application cycle is published. The firm says candidates often interview with 8-10 team members.
Typical background
GuidanceOne prior internship: a boutique bank, a small fund, transaction services, or a pension co-op.
Large-cap platforms and global multi-strategy funds
Upper mid-market PE, infrastructure, the Maple 8 and large managers
Mid-market PE, mid-sized managers, domestic hedge funds and smaller pensions
Burgundy Asset Management (BMO) is hereSmall-cap private equity, boutique managers and early-stage VC
Where people go next
Guidance