Meghan Meger, President, Private Banking 1859 – Western Canada

Meghan Meger, CFP, PFP, TEP

President, Private Banking 1859 – Western Canada

Originally from the small Alberta town of Edson, Meghan entered the business world at 17, gravitating naturally toward banking. From the start, her mentors noticed her strong leadership and remarkable customer service skills, signs of a great leader in the making.

 

Having earned the designations of Personal Financial Planner (PFP), Certified Financial Planner (CFP) and Registered Trust & Estate Practitioner (TEP) from the Society of Trust and Estate Practitioners in London, England, Meghan rose to key positions in major financial institutions in Canada where she has worked to continually reinvent and improve the client experience.

 

From 1996 to 2015, Meghan’s mandates were far reaching. She developed a nation-wide strategy for ultra-high-net-worth clients and actively participated in the implementation of private banking services, always fostering a grassroots approach to her long-tenured client relationships. Her talent has been recognized frequently through numerous performance awards from her employers.

 

As President of Western Canada's Private Banking 1859 team at National Bank, Meghan brings almost three decades of direct experience serving affluent families and enterprises. Passionate about the client experience, Meghan aims to launch Private Banking 1859 in Western Canada, focusing on National Bank's solid reputation and her team's in-depth knowledge and wide-ranging skills. In addition to working with specialized experts, she teams up with flexible professionals who have a “big-picture” vision of financial services, whether it involves tax planning, investment strategies, or insurance solutions.

 

Outside of her professional activities, Meghan is a member of the Alberta Rehabilitation for Brain Injury's Board of Directors, an organization that provides services and support to brain trauma victims and their families. As well, she regularly participates in charitable activities within her community.

 

 

 

"It takes a lot of hard work to rise to the ranks of the best in the industry. In addition to a competitive offer, it takes key expert resources, integrity, and determination."

Originally from the small Alberta town of Edson, Meghan entered the business world at 17, gravitating naturally toward banking. From the start, her mentors noticed her strong leadership and remarkable customer service skills, signs of a great leader in the making.   Having earned the designations of Personal Financial Planner (PFP), Certified Financial Planner (CFP) and Registered Trust & Estate Practitioner (TEP) from the Society of Trust and Estate Practitioners in London, England, Meghan rose to key positions in major financial institutions in Canada where she has worked to continually reinvent and improve the client experience.   From 1996 to 2015, Meghan’s mandates were far reaching. She developed a nation-wide strategy for ultra-high-net-worth clients and actively participated in the implementation of private banking services, always fostering a grassroots approach to her long-tenured client relationships. Her talent has been recognized frequently through numerous performance awards from her employers.   As President of Western Canada's Private Banking 1859 team at National Bank, Meghan brings almost three decades of direct experience serving affluent families and enterprises. Passionate about the client experience, Meghan aims to launch Private Banking 1859 in Western Canada, focusing on National Bank's solid reputation and her team's in-depth knowledge and wide-ranging skills. In addition to working with specialized experts, she teams up with flexible professionals who have a “big-picture” vision of financial services, whether it involves tax planning, investment strategies, or insurance solutions.   Outside of her professional activities, Meghan is a member of the Alberta Rehabilitation for Brain Injury's Board of Directors, an organization that provides services and support to brain trauma victims and their families. As well, she regularly participates in charitable activities within her community.       "It takes a lot of hard work to rise to the ranks of the best in the industry. In addition to a competitive offer, it takes key expert resources, integrity, and determination."