Meaghan joined the Raymond James Nanaimo team in 2013 after graduating from the University of Victoria with a Bachelor's of Commerce degree (with distinction). She holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations. Meaghan also holds her insurance agent licence with the Insurance Council of BC. Meaghan works closely with clients, first listening to and understanding their needs, and then developing a financial plan and monitoring clients’ investments on an ongoing basis.
Meaghan is licensed to practice in British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Nova Scotia and Quebec.
Meaghan was previously the treasurer on CHLY 101.7FM campus/community radio station’s Board of Directors for four years. She also provides support, both financially and as a volunteer, to the Mount Cain Community Ski Hill on northern Vancouver Island.
Meaghan grew up in Nanaimo and is fluent in German after taking part of her education in Germany and Austria. When she isn’t working with clients, Meaghan enjoys surfing, hiking, trail running and backcountry skiing.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.