Meagan Daniell

MEAGAN DANIELL

CFP, CLU | PRINCIPAL & FOUNDER

It’s normal to feel a lot of ways about money. A hot button topic for the best of us, my deep understanding of very human habits makes me easy to talk to and learn from. It feels wonderful to be the reason clients can finally face their financial future with confidence.

Hailing from a large family of professional educators, I knew this was my future—it just turned out to include money. While pursuing my neuropsychology degree, I fell in love with all things finance and human behaviour, and how I could apply my studies to educating people about their own unique path forward. From there I obtained my Certified Financial Planning (CFP) and Chartered Life Underwriter (CLU) professional designations, further distinguishing myself from the herd.

As clients inevitably become more like friends and family, over a cup of coffee or glass of wine, awkward questions about money cease to exist. Together we work to patch knowledge gaps and design plans for the future. I believe money should work to fuel our passions, goals and security. For myself, that includes traveling the world, bettering my community and planet, and finding the fun in life.

My own financial outlet is exploring new countries and immersing myself in unfamiliar cultures. It’s important for me to explore the world without worrying about money or managing the future I want. Living in the moment is more vivid when the future is secure. During my travels I seek to learn local customs and culture. This practice enriches my worldview and allows me to better serve my diverse stable of clients.

Together, we can determine what’s worthy of your investment.

Certified Financial Planner Designation (CFP)

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The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.

To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam and earn three years of qualifying work experience. To maintain certification, CFP professionals must keep their knowledge and skills current by completing Continuing Education courses every year. They must also adhere to FP Canada Standards Council’s Standards of Professional Responsibility, including a Code of Ethics which mandates that CFP professionals must always place their clients’ interests first. FP Canada vigilantly enforces these standards among its designation holders.

Chartered Life Underwriter Designation (CLU)

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The Chartered Life Underwriter CLU® designation is Canada’s premier wealth transfer and estate planning designation. The CLU is an advanced designation that expands on the knowledge gained in the CFP® education program with a focus on effective solutions for business owners and professionals in the areas of risk management, estate planning and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry.

May

MAY SEO

Advisor Support Associate – Client Experience

May is our Advisor Support Associate – Client Experience and is responsible for providing a seamless service experience for all our VWM clients. She takes pride in caring for our clients financial and overall wellbeing and anticipating their needs before they arise.

May joined the Vitality Wealth Management team with six years of banking and financial services experience, and a background in Nursing. May has perfected the combination of exceeding financial needs and caring for the personal, financial, and overall wellbeing of our valued clients.

Outside of work May enjoys hosting her friends and family, finding every opportunity to celebrate life. She is accompanied at home by a loving husband, a beautiful baby boy, and a much-loved Pomchi puppy.

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