Richard Elgin Rooney
President at Burgundy Asset Management Ltd.
Profile
Mr. Richard E.
Rooney, CFA MBA, is a Vice Chair & Co-Founder at Burgundy Asset Management Ltd.
He is on the Board of Directors at Princess Margaret Cancer Foundation, Burgundy Asset Management Ltd., Canadian Endowment Management Ltd., Cogent Investments Ltd.
and E-L Financial Services Ltd.
As Chief Investment Officer of Burgundy for over 20 years, he helped build an investment department that is supportive of thoughtful risk-taking, humble and dispassionate about acknowledging and learning from mistakes, and that bases its decisions on carefully marshalled evidence and strict valuation work.
Mr. Rooney was previously employed as a Portfolio Manager by AMI Partners, Inc., an Investment Analyst by Sun Life Assurance Company of Canada (Investment Portfolio), and an Accountant by Pricewaterhouse & Co. He also served on the board at The Empire Life Insurance Co., Historica Canada and The Dominion of Canada General Insurance Co.
Mr. Rooney received a Bachelor of Arts degree from the University of Toronto in 1977 and his MBA from the Richard Ivey School of Business at the University of Western Ontario in 1981.
He obtained his Chartered Financial Analyst designation in 1987 and qualified as a Chartered Accountant in 1984.
In 2009, he was honored by his peers and received the designation of Fellow of the Institute of Chartered Accountants.
He is also a member of CFA Institute, Toronto CFA Society and CPA Ontario.
Richard Elgin Rooney active positions
| Companies | Position | Start |
|---|---|---|
Burgundy Asset Management Ltd.
 Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | President | 1997-08-31 |
| Canadian Endowment Management Ltd. | Director/Board Member | - |
| Cogent Investments Ltd. | Director/Board Member | - |
E-L Financial Services Ltd.
 E-L Financial Services Ltd. Financial ConglomeratesFinance E-L Financial Services Ltd. operates as a bank holding company. It offer services through its subsidiary The Empire Life Insurance Co. underwrites life and health insurance policies in Canada. The company is headquartered in Kingston, Canada. | Director/Board Member | - |
| Princess Margaret Cancer Foundation | Director/Board Member | 2017-10-04 |
Former positions of Richard Elgin Rooney
| Companies | Position | End |
|---|---|---|
| THE EMPIRE LIFE INSURANCE COMPANY | Director/Board Member | 2016-04-27 |
AMI Partners, Inc.
 AMI Partners, Inc. Investment ManagersFinance Founded in 1959, AMI Partners, Inc. is an investment advisor located in Toronto, Ontario with additional offices in Vancouver and Montreal. The firm manages assets for assets for pension funds, endowments, foundations, government agencies, mutual funds, insurance companies, charitable funds and high net-worth individuals and families. | Portfolio Manager-Equities | 1995-01-29 |
Sun Life Assurance Company of Canada (Investment Portfolio)
 Sun Life Assurance Company of Canada (Investment Portfolio) Investment ManagersFinance Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. Sun Life Assurance's product range includes health and life insurance, retirement plans, my Choice plans, total benefits and workplace solutions. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada. | Analyst-Equity | 1988-12-30 |
| Pricewaterhouse & Co. | Corporate Officer/Principal | 1983-12-30 |
| ░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░░░░░ ░░░░░░ | - |
Training of Richard Elgin Rooney
| University of Toronto | Undergraduate Degree |
| Richard Ivey School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Burgundy Asset Management Ltd.
Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Finance |
| Pricewaterhouse & Co. | Commercial Services |
Sun Life Assurance Company of Canada (Investment Portfolio)
Sun Life Assurance Company of Canada (Investment Portfolio) Investment ManagersFinance Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. Sun Life Assurance's product range includes health and life insurance, retirement plans, my Choice plans, total benefits and workplace solutions. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada. | Finance |
AMI Partners, Inc.
AMI Partners, Inc. Investment ManagersFinance Founded in 1959, AMI Partners, Inc. is an investment advisor located in Toronto, Ontario with additional offices in Vancouver and Montreal. The firm manages assets for assets for pension funds, endowments, foundations, government agencies, mutual funds, insurance companies, charitable funds and high net-worth individuals and families. | Finance |
The Empire Life Insurance Co.
 The Empire Life Insurance Co. Life/Health InsuranceFinance The Empire Life Insurance Co. engages in the provision of individual, group life and health insurance, investment and retirement products. It operates through the following products lines: Wealth Management, Employee Benefits, Individual Insurance, and Capital and Surplus. The company was founded by Milton Palmer Langstaff on January 11, 1923 and is headquartered in Kingston, Canada. | Finance |
The Dominion of Canada General Insurance Co.
 The Dominion of Canada General Insurance Co. Multi-Line InsuranceFinance The Dominion of Canada General Insurance Co. was provided insurance services. The company was founded in 1887 and was headquartered in Toronto, Canada. | Finance |
| Canadian Endowment Management Ltd. | |
| Cogent Investments Ltd. | |
E-L Financial Services Ltd.
E-L Financial Services Ltd. Financial ConglomeratesFinance E-L Financial Services Ltd. operates as a bank holding company. It offer services through its subsidiary The Empire Life Insurance Co. underwrites life and health insurance policies in Canada. The company is headquartered in Kingston, Canada. | Finance |
| Princess Margaret Cancer Foundation | Miscellaneous |
Historica Canada
 Historica Canada Miscellaneous Commercial ServicesCommercial Services Historica Canada operates a charitable organization. It enhance awareness of Canadian history and citizenship and all of its programs are offered bilingually and reach more than eight million Canadians annually. The company was founded in 2009 and is headquartered in Toronto, Canada. | Commercial Services |
- Stock Market
- Insiders
- Richard Elgin Rooney
