Meghan Moore, CFA

Meghan joined the investment industry straight out of university, and quickly learned that it provided the balance she was looking for: satisfying an interest in the analytical side of investing, while giving her the opportunity to develop meaningful relationships with colleagues and clients. Coming from a small town of 400, Meghan was attracted to Burgundy because of its family atmosphere and culture of humility. As an Investment Counsellor, Meghan works closely with clients to develop an investment plan tailored to meet the needs of their family. She makes it a priority to ensure her clients understand important concepts about investing and prides herself on keeping things simple and transparent. Meghan feels grateful to work alongside a team of remarkable colleagues and with the firm’s successful and inspiring clients.