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 Associate Investment Counsellor, Meghan works closely with fellow Investment Counsellors to develop investment strategies tailored to the needs of Burgundy clients. 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
  • Promoted to Associate Investment Counsellor in 2018

Relevant Experience

  • 5 years of combined professional experience

Education

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

Memberships and Community

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