Meghan Gould
About Meghan Gould
Meghan Gould is an Associate Wealth Advisor at Wellington-Altus in Toronto, Ontario, with a background in Philosophy from the University of Toronto. She has over a decade of experience in the financial services industry, having previously worked at Manulife Securities and CIBC in various roles.
Work at Wellington-Altus Financial
Meghan Gould has been serving as an Associate Wealth Advisor at Wellington-Altus Financial since 2022. In this role, she provides financial advice and wealth management services to clients in Toronto, Ontario. Her responsibilities include assessing client needs, developing financial strategies, and managing investment portfolios. Wellington-Altus Financial is known for its client-centric approach and commitment to delivering tailored financial solutions.
Education and Expertise
Meghan Gould studied at the University of Toronto, where she earned an Honours Bachelor of Arts in Philosophy from 2006 to 2010. This academic background provides her with critical thinking and analytical skills, which are essential in the financial advisory field. Her education complements her professional experience in wealth management and investment advisory.
Background in Financial Services
Before joining Wellington-Altus Financial, Meghan Gould accumulated extensive experience in the financial services sector. She worked at Manulife Securities Incorporated as an Investment Advisor Associate from 2015 to 2022. Prior to that, she held positions at CIBC, starting as a Customer Service Representative from 2010 to 2013 and later as a Financial Service Representative from 2013 to 2015. This diverse background has equipped her with a comprehensive understanding of client service and investment strategies.
Professional Experience at Manulife Securities
During her tenure at Manulife Securities Incorporated, Meghan Gould served as an Investment Advisor Associate for seven years. In this capacity, she supported clients in making informed investment decisions and managing their financial portfolios. Her role involved collaborating with senior advisors and contributing to the overall client experience, enhancing her skills in investment management and client relations.
Career Development at CIBC
Meghan Gould began her career at CIBC, where she worked in various roles over a span of five years. She started as a Customer Service Representative from 2010 to 2013, where she gained foundational knowledge in client interactions. She then advanced to the position of Financial Service Representative from 2013 to 2015, further developing her expertise in financial products and services. These roles laid the groundwork for her subsequent career in wealth advisory.