KC
Kyle Coatsworth
BURGUNDY ASSET MANAGEMENT LTD.
TORONTO, ONTARIO, M5J 2T3
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CRD#: 7807860
KC
Professional summary
Kyle Coatsworth is a registered financial advisor currently at BURGUNDY ASSET MANAGEMENT LTD. .
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kyle has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Coatsworth's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 7, 2025 - Present
BURGUNDY ASSET MANAGEMENT LTD.
Office #1: Bay Wellington Tower 181 Bay Street, Ste 4510, Toronto, Ontario, M5J 2T3RIA
CRD#: 114317
TORONTO, ONTARIO,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BURGUNDY ASSET MANAGEMENT LTD.
BEAUJOLAIS PRIVATE INVESTMENT MANAGEMENT | BURGUNDY ASSET MANAGEMENT LTD.
CRD#: 114317 / SEC#: 801-60503
RIA
Registered Investment Advisory firm - (8/31/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/7/2025)
Exams
Current Firm
BA
BURGUNDY ASSET MANAGEMENT LTD.
BEAUJOLAIS PRIVATE INVESTMENT MANAGEMENT | BURGUNDY ASSET MANAGEMENT LTD.
CRD#: 114317 / SEC#: 801-60503
RIA
Registered Investment Advisory firm - (8/31/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Bay Wellington Tower 181 Bay Street, Ste 4510, Toronto, Ontario, M5J 2T3
Mailing Address
Phone number
(416) 869-3222
Established
Firm type
Fiscal year end
# of Employees
146
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,352 |
| AUM (Assets Under Management) | $ 20,655,180,162 |
Red Flags
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