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Megha Murphy

Financial Security Advisor
Investment Representative

What if… 

something happened to me? What would happen to my child? 

What about the home we lived in? 

Would my child be able to get a post-secondary education? 

What if I couldn’t work or became critically ill? 

What if my mortgages aren’t paid off and I'm forced to retire?

I had to face these questions and a whole lot more.

I came to Canada (in my early 30s) with a lot of hope. I was eager to learn about opportunities in this wonderful land. While keeping up with work and settling down in a new country, I went through the experience of a marriage breakdown and raising a child alone.

Necessities like mortgage and utilities had to be balanced while celebrating the special occasions with treats. A single income only goes so far. I learned how to squirrel away for a rainy day. I observed other family members and friends struggling with the same challenges. 

The answers to all my 'what ifs' came as I learned how to prioritize and plan carefully, building new habits. Now I have found my space and a certain measure of financial comfort. 

What I bring to the table: 

Having been there and done that, I understand the uniqueness of each situation and need. I have understood there is no “one-size-fits-all” solution to financial planning. That's why I connect with people and form relationships, beginning with trust and empathy.

I simplify the financial security planning process and share my knowledge to help you achieve financial well-being. I understand that financial health is not just a numbers game – it involves emotion, life experiences, hope, dreams and aspirations and a lot more. 

We’re in this together: 

We’ll brainstorm together to design a plan that’s ideal for you and your family, making sure you’re covered, in every way.  

Let’s make those dreams happen, even if life takes those unexpected twists and turns that we can’t control. Our recent experience with a pandemic that blindsided all of us, is proof enough, that life doesn’t go always as planned. 

Let me help you chalk out your priorities and discuss what matters to you. Let’s make every dollar count. 

I am committed to make it work. Are you on board?  Contact me through the form on this site and let's get started.

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