Meet the Team

Karen is a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP). She obtained her Bachelor of Mathematics and Master of Accounting degrees from the University of Waterloo and has completed the CPA Canada In-Depth Tax course.

Prior to joining RBC, Karen worked at a leading global accounting firm where she specialized in providing tax advisory services for high-net-worth individuals and private company business owners. She has many years of experience helping clients navigate through personal and corporate tax issues as well as trust and estate planning.

Karen’s role is to work with and support your advisor in preparing and presenting your comprehensive Compass Financial Plan and to identify and assess any related financial planning concerns you may have.

Megan graduated from Queen’s University in 2012 with a Bachelor of Arts Honours degree, and in 2017 from the Faculty of Law. During law school, she worked as a student caseworker for the Queen’s Elder Law Clinic, providing testamentary and incapacity planning services to clients, including drafting wills, powers of attorney, and guardianships.

Since her call to the Ontario Bar in 2018, Megan has dedicated herself to the areas of wills, estates, and trust law. Prior to joining RBC, Megan practiced at a boutique estate litigation firm in downtown Toronto, assisting beneficiaries, trustees, executors and other parties with both contested and uncontested litigation of estates and trusts, including, estate and trust administration, passing of accounts, interpretation and rectification of wills, variations of trust deeds, and will challenges.

Megan is a member in good standing of the Law Society of Ontario. She is also a member of the Canadian Bar Association, the Ontario Bar Association (OBA), Young Women in Law, and the Junior Trusts and Estates Practitioners Group (JTEP). Recently, she served as an executive member of the OBA’s Elder Law Committee.

Megan would be pleased to work with you and your advisor on your estate and trust matters, and help you to ensure your goals are met in a prudent and efficient manner.