Investment Committee

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. The Investment Committee is responsible for:

  • Establishing Investment Policy
  • Establishing Target Asset Mix
  • Monitoring performance
  • Monitoring disbursement rate

Burlington Foundation’s Investment Committee 2018-19 members are:

Tim Cestnick, Chair
Tim is a Foundation board member. Click to see his bio overview here
Terry Bedard
Phil Reddon
Lisa Ritchie
Lisa is a Foundation board member. Click to see her bio overview here

Investment Managers

The Foundation employs several investment management firms to manage the funds in our care. By spreading our funds over several firms we can select money managers based on their area of expertise and diversify our holdings. 

Current Investment Managers:

  • Jarislowsky Fraser Limited
  • Connor, Clark and Lunn Private Capital Limited

 

Click here to read our Investment Policy Statement, Jan 2018

Click to see our 2018 audited financial statements

Click to see our 2017-18 Year in Review annual report

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