Meghan MacPherson, MBA

Insurance Advisor
Investment Representative

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

Ask an advisor: Why work with an advisor? – Canada Life

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 

View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

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