Burgess Investment Management and Research Inc.

$144.2MAssets under management
as of Mar 2026 · SEC Form ADV
Toronto, Ontario
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Tech stack

No one at Burgess Investment Management and Research Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Burgess Investment Management and Research Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $113M held · filed Mar 2024
Shareholders Service Group, LLC
Per Form ADV · $19M held · filed Mar 2024