Megan is our compliance lead, business analyst, and supervisor of the administrative and associate team. She manages the high-net-worth client experience for our practice, consistently applying an innovative, client-centered approach to problem-solving.

Megan holds a Bachelor of Business Administration (BBA) with an emphasis in Finance from Okanagan College. She has a diverse background, having previously worked as an Office Manager and in Human Resources at Interior Health. With extensive administrative and client-focused servicing experience, Megan brings valuable knowledge of human resources, management, accounting, and executive administration to our team. In 2022, she passed her mutual funds exam.

A resident of the Okanagan, Megan enjoys the lifestyle it offers and is often found playing golf, skiing, or enjoying wine with friends and family.