Caroline Montminy, CFA


Caroline is an Investment Counsellor and Vice President at Burgundy Asset Management, where she manages portfolios for the firm’s private clients and foundations, and oversees the firm’s private wealth activities in the province of Quebec. Previously, Caroline was an Institutional Relationship Manager in the United States, with a special focus on university endowments and private foundations. Prior to joining Burgundy, Caroline was Director of Investor Relations and Marketing at Clairvest Group Inc., a private equity firm.Caroline holds an Honours Bachelor of Commerce degree (Finance) from the University of Ottawa and an MBA (Investment Management) from Concordia University. She also completed a Certificate in Personal Financial Planning at HEC Montréal, and holds the Chartered Financial Analyst (CFA) designation. Caroline is a member of the Women of Influence executive committee at the Montreal Museum of Fine Arts, and of Anges Québec. She has completed the Not-for-Profit Program of the Institute of Corporate Directors.

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