Meghan Moore

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.

Burgundy Experience

  • Joined Burgundy in 2016
  • Previous roles include: Private Client Associate, Associate Investment Counsellor

Relevant Experience

  • 5+ years of combined professional experience

Education

  • CFA Charterholder
  • Bachelor of Commerce, Queen’s University

Memberships and Community

  • Committee Member, 100 Women in Finance “Next Generation”
  • Co-Chair, St. Michael’s Young Leaders, “Giver Gala”
  • Leadership Council, Capitalize for Kids
  • Member, CFA Society Toronto
  • Member, CFA Institute

POSTS FROM THIS AUTHOR

Minerva Issue 3: Inside The Book Club

Minerva Issue 3: Inside The Book Club

Minerva | July 2020

Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou Investors are constantly faced with compelling stories about early stage companies claiming to be “disruptors,” re-writing...

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