Carrie Koo, Senior Investment Associate at Wellington-Altus

Carrie Koo

Senior Investment Associate at Wellington-Altus | Toronto, Ontario, Canada

Profile last verified July 2026
Financial Services Verified Profile Toronto, Ontario, Canada Smith School of Business at Queen's University
Verified

Work Email

***@queensu.ca

Last verified May 2026

Personal Email

***@outlook.com

Personal • High Confidence

Phone Number

(416) ***-*167

Canada • Phone

Free account · No credit card · 5 profiles/month

Carrie Koo Socials
Carrie Koo Work Experience

Senior Investment Associate at Wellington-Altus in May 2025 - Present

Associate at RBC Dominion Securities in January 2023 - May 2025

Wealth Associate at National Bank Financial in July 2020 - January 2023

Carrie Koo Education

Smith School of Business at Queen's University, Bachelor of Commerce (Honours)

Tsinghua University

Lorne Park Secondary School

Carrie Koo Skills
Leadership Teamwork Customer Service Critical Thinking Public Speaking Collaborative Problem Solving Presentations Public Relations Microsoft PowerPoint Microsoft Excel Mandarin
About Carrie Koo’s Current Company
Wellington-Altus

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. *Investment Executive 2023 Brokerage Report Card.

Discover more about Wellington-Altus
Carrie Koo’s Colleagues
Michael Zagari

Michael Zagari

Montreal, Quebec, Canada

Investment Advisor & Associate Portfolio Manager

Financial Security Advisor at Michael Zagari Holdings Inc.
(April 2011 – Present)

Shawn Mustard

Shawn Mustard

Saskatoon, Saskatchewan, Canada

Financial | Retirement Planning | Education Planning | Investing | Insurance | Estate Considerations

Associate Investment Advisor at Wellington-Altus
(April 2021 – Present)

Kristy Kenny

Kristy Kenny

Toronto, Ontario, Canada

Everything Media + Communications

Associate Vice-President, Communications at Wellington-Altus
(June 2024 – Present)

Partner Support Specialist

Partner Support Specialist at Wellington-Altus
(November 2024 – Present)

Mireille Mendioroz

Mireille Mendioroz

Greater Montreal Metropolitan Area

Directrice régionale principale, Administration des affaires, Ontario, Québec et Est du Canada // Senior Regional Business Administration Manager, Ontario, Quebec & Eastern Canada

Directrice régionale principale, Administration des affaires, Ontario, Québec et Est du Canada at Wellington-Altus
(March 2024 – Present)

TM

Taslim Mawani

Greater Toronto Area, Canada

Associate Vice President, Digital Marketing at Wellington-Altus

Associate Vice President, Digital Marketing at Wellington-Altus
(February 2025 – Present)

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Frequently asked questions about Carrie Koo

What is Carrie Koo email address?

Email Carrie Koo at [email protected], [email protected] and [email protected]. This email is the most updated Carrie Koo's email found in 2026.

How to contact Carrie Koo?

To contact Carrie Koo send an email to [email protected], [email protected] or [email protected]. (updated on July 2026)

What company does Carrie Koo work for?

Carrie Koo works for Wellington-Altus.

What is Carrie Koo's role at Wellington-Altus?

Carrie Koo is Senior Investment Associate

What industry does Carrie Koo work in?

Carrie Koo works in the Financial Services industry.

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