To ensure the goals of the Foundation are met, an Investment Committee of senior volunteers, with extensive knowledge in the investment field, provides oversight and monitors investment performance. Reporting to the Board of Directors, the Investment Committee is responsible for:
- Establishing Investment Policy
- Establishing Target Asset Mix
- Monitoring performance
- Monitoring disbursement rate
Burlington Foundation’s Investment Committee 2019-20 members:
Tim Cestnick, Chair
Foundation board member
Co-Founder & CEO
Our Family Office Inc.
Chair, Foundation Board
President & CEO
Burgundy Asset Management Ltd.
Covington Capital Corp.
Click to see our Investment Policy Statement
Click to see our 2019 audited financial statements
Click to see our 2018-19 Year in Review annual report