Megan O’Connell-Majeau is a Wealth Management Advisor with Exclusive Remote Advisory Service at National Bank Financial.
Megan holds a Graduate Diploma in Finance from the Université du Québec à Montréal (UQAM), as well as a Bachelor of Business Administration with a concentration in Finance from the Université du Québec en Outaouais (UQO). She began her career at National Bank Financial in 2024.
Since then, she has progressively developed her expertise and obtained the qualifications required for her professional growth, including the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). She is currently pursuing her professional development toward obtaining the Chartered Investment Manager (CIM) designation.
Passionate about finance, but above all about people, Megan was drawn to the field by a desire to understand how financial decisions can have a meaningful impact on people’s goals and quality of life. She aims to make finance more accessible and help her clients create better opportunities for their future.
Megan strives to build relationships in which her clients feel comfortable asking questions and sharing their concerns. She places great importance on listening and trust, so that every client feels genuinely supported throughout their financial journey.
As a mother of three, Megan understands the realities surrounding financial decisions: family responsibilities, unexpected events, evolving goals, and the constant challenge of finding the right balance between today’s needs and tomorrow’s security.