Meghan MacPherson, MBA
Financial Security Advisor
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. A financial plan is only effective if it meets your goals, which is why understanding and prioritizing what is important to you is at the basis of what I do as your advisor.
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 Advisor. My experience allows me to offer a unique perspective, for both individuals and business owners. I hold an MBA from McMaster University with 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 planning, I have followed my passion to help educate others in this area. 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 and ensuring that your financial plan is structured to meet your future goals, whatever they may be.
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.
Prepare for your financial future this Chinese New Year
Jan 15, 2022 - Canada Life
Chinese New Year is a celebratory time involving family reunions and gift-giving between families, friends and business contacts. It’s also a time for one to reflect on the past year and prepare for the new one....Read more
How to set your financial resolutions for the New Year
Jan 01, 2022 - Canada Life
Looking for a New Year’s resolution? Consider your financial goals as part of your plan for 2022...Read more
Be your own Secret Santa this year
Dec 22, 2021 - Canada Life
Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...Read more
Contact me today to learn more