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Join date: Dec 17, 2024
Posts (31)
Aug 5, 2026 ∙ 5 min
MEGAN DEEKS, Senior Wealth Advisor, The Deeks Financial Group, CIBC Wood Gundy, Toronto, Ontario
MEGAN DEEKS "Theatre threw me into the deep end of every human emotion. That's exactly what lets me hold a client's hand through the biggest financial decisions of their life." There was no telling how Megan’s career in theatre would inform her ways in helping people manage their money. At Queen's University, where Megan earned an Honours BA, she spent her nights the way the most committed drama students do, in her room running lines. After her degree, she and five of her closest friends...
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Jul 28, 2026 ∙ 6 min
Keith McConkey, CFP®, Financial Advisor, CFP, Investia Financial Services, President, NXS Financial Strategies, Welland, Ontario
Keith McConkey "My goal in life has been to try to be a little bit better tomorrow than I was today. It’s not really about competition but about trying to be the best I can be.” Before Keith McConkey was building investment portfolios, he was calling balls and strikes at the highest levels of his sport. For most of his twenties, he worked as a professional baseball umpire, grinding through the minor leagues with his sights set on the majors. When he was released in the fall of 2005, he found...
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Jul 22, 2026 ∙ 6 min
MEGHAN MCALISTER, CIM, Investment Counsellor & Portfolio Manager, BMO Private Wealth
Meghan McAlister "Traditional economic theory assumes people are entirely rational at all times. That is not usually the case” Long before Meghan McAlister was running discretionary portfolios for high-net-worth families, she was a ten-year-old at her family breakfast table, comparing Tuesday’s stock quotes to Monday’s in the pages of the Vancouver Sun. "My father was a Venture Capitalist, so I was always very interested in his business dealings,” says Meghan, Investment Counsellor &...
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CARMEN MORGAN
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