Associate Investment Advisor
Megan began her career in financial services after graduating from the University of British Columbia in 2008. After getting a firm handle on industry rules and regulations, she left her position in compliance at a private firm to pursue being an Investment Advisor. Megan has been with CIBC Wood Gundy since 2012; originally in Vancouver and relocating to Calgary in 2013. She holds the Chartered Investment Manager and Fellow of Canadian Securities Institute designations.
Cost: $25++ per event/per person
Includes: 3 Course Lunch
Where: CPC Presidents Room
Great opportunity for women to enhance their financial well-being!
September 19th 2018: Maximizing your savings: RRSP contributions / How to choose between TFSA and RRSP contributions.
October 11th 2018: Investments and taxability
November 7th 2018: Getting ready for retirement, the best way to access your savings and manage taxability