Meghan MacPherson

As a Qualified Associate Financial Planner™, Meghan is passionate about helping her clients find their path to financial security through a personalized approach. She strives to make an impact by providing personalized advice while educating her clients each step of the way so they can feel empowered to achieve their unique goals, whatever they may be.

Meghan specializes in financial planning for young families and young professionals and is our in-house Group Insurance expert. She has worked in the financial services industry since 2013 holding positions in retail banking and the group insurance space in various capacities before becoming a personal financial planner. Her experience allows her to offer a unique perspective, for both individuals and business owners. She holds an MBA from McMaster University with a specialization in Accounting and Financial Management (2020), and a BA from Trent University in Business and Mathematics (2014).

When away from the office, she enjoys golfing, hiking, being outdoors, and spending time with friends, family, and her dog, Benji. She is a member of Advocis and volunteers with Junior Achievement Canada teaching financial literacy to students and youth.

Meghan works out of our office in St. Catharines, Ontario, but with the help of virtual meetings, she is happy to serve clients throughout Ontario and Alberta. Connect with Meghan today using one of the methods below, anytime.