Megan Schott BBA

Practice Manager

Megan is our compliance lead, business analyst, and supervises the administrative & associate team. Megan is in charge of the high-net-worth client experience for our practice. She is an innovative problem solver who always uses a client-centered approach. Megan holds her Bachelor of Business Administration (BBA) with an emphasis in Finance from Okanagan College. She previously worked as an Office Manager in the past and Interior Health where she worked in Human Resources. She has extensive administrative and client focused servicing experience. She brings knowledge of human resources, management, accounting, and executive administration to our team. Megan passed her mutual funds exam in 2022. Megan loves living in the Okanagan and is often out playing golf, going skiing, or sipping wine with her friends and family.