Megan Poon,

Megan brings a creative flair to the wealth management industry. With a background in fine arts and digital design from the Ontario College of Art and Design and the British Columbia Institute of Technology, her training in user interface and experience design, complemented by her classical ballet background, provides a unique perspective that enhances client service and marketing efforts at Perreira Wealth Advisory.

In her role as Client Services Specialist, Megan expertly handles the intricacies of client accounts. She manages account openings, updates, and transfers, seamlessly scheduling and preparing client meetings. Her meticulous attention to detail ensures each client interaction is personalized and accurate.

Megan is also essential to the firm's marketing efforts, creating engaging materials that boost brand visibility and enhance the client experience. She focuses on making processes more streamlined, consistent, and user-friendly, which helps improve overall efficiency. To expand her skills and better serve clients, Megan is pursuing the Canadian Securities Course (CSC) to earn her Canadian Securities license.

Outside of work, Megan enjoys spending time with friends and family, exploring the outdoors, staying up to date on fashion trends, and caring for animals.