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Welcome Megan Herlaar!

Prosperity Planning is thrilled to welcome Megan Herlaar to our team. Megan will be joining us as a skilled Financial Advisor, bringing over thirty years of experience in the field.

Megan achieved her financial planner designation in 1999, and has been assisting clients in reaching their financial goals ever since. More recently, having achieved her Elder Planning Counselor Certification in 2007, Megan’s ability to help her clients has only increased.

Megan is joining our team after spending twenty nine years with Coast Capital Savings. She was a financial advisor at the Shelbourne branch for ten of those years. Before leaving the Credit Union, Megan was the Insurance and Estate Specialist at all the Lower Island branches, working with families and businesses to help them manage risk and maximize their estates.

“I have always loved my work and like to build trusting, long lasting relationships with my clients.”ZLRHjdfVcuhtOqquOFUjCYDExkhiYJln9gSfa8-BpZ8

As well as being a thriving career woman, Megan is married with three grown children. She has a love for travel, and spent two years living in Holland. She is an avid gardener, and practices yoga regularly.

We are so excited to have you as part of our team Megan!

Sincerely,

Dale Collins & the Prosperity Planning Team

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Mutual Funds provided through Investia Financial Services Inc. Insurance provided through Financial Horizons. All services are provided through Prosperity Planning unless otherwise noted.