Senior Wealth Planner

As Senior Wealth Planner at Utopia Wealth Management, Megan focuses on creating personalized financial plans for high-net-worth individuals and families. She ensures these plans are integrated into their broader wealth management strategies, offering a clear and tailored approach to achieving their financial goals.
With nearly two decades of experience serving high and ultra-high net worth clients, Megan brings a deep understanding of complex financial landscapes. Her previous role as a Wealth Planning Consultant at BMO Private Bank provided her with extensive experience in implementing and managing detailed financial plans.

At Utopia, Megan engages in comprehensive wealth plan development and implementation, focusing on crucial aspects like estate planning and structuring, tax planning and analysis, and strategic investment alignment. She provides expert guidance on intricate financial matters, conducting thorough financial analyses to ensure clients' goals are met. Collaborating closely with our internal team, she delivers holistic solutions, proactively monitors and adjusts plans to adapt to evolving client needs and market conditions while empowering clients through clear communication and informed decision-making.

Outside of her work, she enjoys traveling and spending time with her daughter.