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.
Alora grew up in Peachland, BC. In 2011, she graduated from JCI Institute, earning her diploma in Fashion Business. With over nine years of leadership experience in retail management, Alora has also established herself as a successful entrepreneur. She has built a thriving business as an accomplished and sought-after makeup artist for movies, TV shows, photoshoots, and special events in the Okanagan.
Alora is known for building strong client relationships and takes pride in providing exceptional service. This client-focused approach will be a cornerstone of her success as she transitions from our Executive Assistant to an Associate Consultant. Alora is working towards her Qualified Associate Financial Planner™ (QAFP) designation and aspires to become a CERTIFIED FINANCIAL PLANNER® (CFP) professional within our practice. In 2023, she completed all necessary licensing requirements and is excited about her new role within the practice.
Residing in the beautiful Okanagan, Alora enjoys spending her weekends hiking, boating, or with friends, family, and her dog Kevin.