Serviss Wealth Management
1605 Pandosy Street
Kelowna, BC V1Y 1P6
Meghan lives in the Okanagan Valley, best known for Canada’s wine country. Meghan and the rest of the Serviss Wealth Management team focus on using insurance to manage their clients’ risks while keeping in mind that lifestyle and life stages must be the focal point of any plan. As a cancer survivor who has personally benefitted from critical illness insurance, Meghan believes in the power of planning for the unexpected—and even more in the power of connecting with people. She wants to go along for the ride with her clients and work with them through the pains and gains of life.
Outside of work, Meghan is often found hitting up a spin or yoga class, strolling the Kelowna Market and sipping some Okanagan wine. Her favourite way to spend time is with family, friends and her English Bulldog, Gus.