Meghan McAlister is an experienced wealth professional with over 15 years of success. Meghan’s industry experience spans Investment Management, Compliance, Operations and Leadership at BMO Private Wealth, as well as top independent firms. She earned her Bachelor of Arts degree, with a focus in Psychology and Business, from the University of Victoria, achieved a specialized Options & Derivatives license with CIRO, and is a Chartered Investment Manager (CIM). Meghan is active both within the firm and her community in various initiatives, and is the proud recipient of the Emerging Leader Award from Women in Capital Markets, in 2022. She is a member of the Board of Directors for the New Hope Recovery Foundation and Mentor at Gustavson Business School.
Meghan believes that investment success comes from a combination of the following:
- Deep understanding of market mechanism and its drivers.
- Systematic and disciplined approach in portfolio management.
- Practical knowledge and high efficiency in execution.
- Most importantly, a strategy that fits the client's individual goals.