Megan Schott, BBA
Megan is our compliance lead, business analyst, and supervisor of the administrative and associate team. She manages the high-net-worth client experience for our practice, consistently applying an innovative, client-centered approach to problem-solving..
Megan holds a Bachelor of Business Administration (BBA) with an emphasis in Finance from Okanagan College. She has a diverse background, having previously worked as an Office Manager and in Human Resources at Interior Health.
With extensive administrative and client-focused servicing experience, Megan brings valuable knowledge of human resources, management, accounting, and executive administration to our team. In 2022, she passed her mutual funds exam.
A resident of the Okanagan, Megan enjoys the lifestyle it offers and is often found playing golf, skiing, or enjoying wine with friends and family.
“Megan has always treated me with such respect and kindness! Working with Megan has been stress free and effortless since the very beginning. I’ve always felt very comfortable & safe knowing that she is helping me manage my finances and investments to set myself up correctly for my future! I know that Megan has everything under control and I have nothing to worry about. I truly appreciate everything you do for me Megan”
