Meghan MacPherson, MBA
As a Financial Security Advisor, I help individuals and families, like you, find their path to financial security through a personalized approach. I will work with you to create a plan to grow your wealth, plan for retirement, and save for future goals while ensuring you are properly protected. Building a financial plan begins with finding an advisor you can trust, who can provide relevant and personalized advice. I strive to make an impact by getting to know you to help create a financial security plan that is structured to meet your future goals, whatever they may be.
I've worked in the financial services industry since 2013 – starting in retail banking and moving into the group insurance space before beginning my own practice as a Financial Security Advisor. My experience helps me offer a unique perspective, for both individuals and business owners. I hold an MBA from McMaster University with a specialization in accounting and financial management, and a BA from Trent University in business and mathematics. I’ve always had an interest in numbers and personal finance – having seen the impact of proper and improper financial security planning, I have followed my passion to help educate others in this area.
When I’m away from the office, I enjoy spending time outdoors, whether I'm golfing, hiking, or hanging out with my dog, Benji. Spending time with my friends, family, and being involved in my community are also very important parts of my non-working life.
I am looking forward to connecting with you to find out how I can assist you in your pursuit of improving your financial well-being.
Contact me today to learn more
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