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. 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.

Tim Hogarth
Chair, Foundation Board
President & CEO
Pioneer Group

Lisa Ritchie
Vice President
Burgundy Asset Management Ltd.

Phil Reddon
Managing Partner
Covington Capital Corp.

Dom Marinic
Director, Investments
Pioneer Group

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

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