Senior Client Service Associate
Megan has been working with John Ridd at BMO Nesbitt Burns since 2010. Her experience and work ethic add great value to our team and our client’s experience working with us. Megan manages our administrative activities and excels at maintaining friendly client contact, keeping us well organized, putting together our Newsletter and handling all our paperwork and account openings with precision and efficiency.
You can also contact Megan for any of the following requests:
- Booking an Appointment
- Documentation Support
- Online Account Access
- Transfer Requests
- Duplicate copies of Tax documents
- Reports of any kind
Megan holds the Personal Financial Planner designation and enjoys helping clients with many financial aspects. Megan grew up on the prairies in rural Manitoba and now resides in Newmarket with her husband and 2 kids. She keeps busy chasing after her young kids and watching them at their various extra curricular activities.