TEP, CFP®
Wealth Advisor
Meghan’s favourite part of being an advisor is celebrating alongside clients when they reach their personal and financial goals and being there to support them through life’s challenges. Meghan has worked in the investment industry since 2011 and uses her extensive experience with complex Estates, Trusts, Insurance, and Charitable Foundations to bring creative financial solutions to the planning table. Meghan also serves as the team’s lead in the areas of Estate Planning and Insurance.
Meghan holds a business degree, is a Trust and Estate Practitioner (TEP), a CERTIFIED FINANCIAL PLANNER (CFP®) professional, and a life insurance advisor*. Meghan’s professional background also includes nearly a decade of revenue development experience in the charitable sector – an area that she still cares deeply about.
Meghan lives in Barrie with her husband, and two teenage daughters. She is a member of the Barrie Rowing Club, a lover of art and design, and an active community volunteer. Meghan is also a recent colorectal cancer survivor and, in her recovery, has become very passionate about women’s health and primary prevention.
When not at the office, Meghan can be found driving her girls to/from swim practice, enjoying the outdoors, rowing on lake Simcoe at sunrise, and pondering a retirement career as a florist (because everyone needs long-term goals).