I believe that personalized investment planning is fundamental to long term wealth building.

Megan began in financial services after graduating from the University of British Columbia in 2008. Having been in the industry for over a decade, Megan has experience but also youthful enthusiasm on her side. She provides top-tier advice to high net worth families, individuals, and businesses. Outside of the office, her favourite pastime is riding her horse Ferris but also enjoys golf and cross-country skiing.

• Chartered Investment Manager (CIM®)
• Fellow of Canadian Securities Institute (FCSI®)
• Certificate in Advanced Investment Advice
• Certified Divorce Financial Analyst (CDFA)
• Securities license 2010
• Life insurance license BC Insurance Council 2011
• Life and Accident & Sickness insurance license Alberta Insurance Council 2013
• Options license 2018