Meagan Taylor, MBA

Senior Counselling Associate

Meagan is a dedicated and results-oriented professional with over 15 years of experience in providing wealth management and financial planning advisory services to high net-worth clients. With strong communication, problem-solving, and analytical skills, Meagan has a proven track record of managing complex matters pertaining to high net-worth needs.

Meagan has spent the majority of her career building successful client relationships at both TD Wealth Private Banking and RBC Financial Planning. Throughout her extensive career, she has created real value for her clients by focusing on what her client’s value most. Meagan is passionate about learning what matters to her clients and working with them to create the lifestyle and legacy goals her clients aspire to achieve for themselves, their families, and their businesses.

Meagan holds an Honours Bachelor Undergraduate Degree from McMaster University where she studied Marketing and Communications. Years later, Meagan went back to school full time to pursue a Master’s Degree in Business Management graduating from the Lazaridis School of Business and Economics, Wilfrid Laurier University with an MBA where she specialized in the streams of marketing and strategy.

Born and raised in Guelph Meagan now resides in Milton with her son Mason and Pomeranian Minnie. When not in the office, Meagan enjoys spending time at her family cottage near Parry Sound, travelling to new places, watching the Toronto Raptors and Toronto FC, and cheering on the sidelines for her son who plays competitive soccer.


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