Meredith Buchanan

Meredith has been in the financial services industry since 2006 and joined Greg in 2010, bringing an extensive background in banking, investments, and wealth management. As an Associate Investment Advisor, her primary responsibilities include day-to-day business operations with a focus on client communications, account administration, and equities trading.

Known for her proactivity, resourcefulness, and commitment to exceeding client expectations, Meredith takes pride in her attention to detail. She works efficiently and effectively under tight timelines while delivering a positive service experience. Clients value her follow-up, expertise, and dedication to the careful management of their portfolios. A strong team player, Meredith supports the team in ensuring client needs are addressed promptly and knowledgably.

Meredith holds an Honours Bachelor of Commerce from the University of Ottawa and has completed the Canadian Securities Course through the Canadian Securities Institute.