Associate Wealth Manager
Muirgheal (the Irish form of the name Muriel) focuses on financial and estate planning for clients as they transition through different phases of life. One of Muirgheal’s favourite quotes is from author Manoj Arora, “To achieve what 1% of the world’s population has [Financial Freedom], you must be willing to do what only 1% dare to do. Hard work and perseverance of highest order.”
Muirgheal brings passion and an uplifting spirit to our clients who are facing major life transitions such as retirement, education planning as well as all of the unplanned transitions we may face in our lives, such as divorce or death of a spouse. These are significant events that come with challenges and personal and financial costs. Learning to embrace all of your life transitions can present opportunities for growth. Muirgheal loves collaborating with clients on their entire financial picture: from brainstorming goals and possibilities, and being a sounding board during one of life's challenging times, to designing and implementing investment portfolios, developing financial plans and educating clients on tax-saving opportunities.
Muirgheal has worked in the financial industry since 2014 as a Financial Planner at another firm. She is fluent in multiple languages and she holds a Bachelor of Arts degree. Muirgheal is licensed as a Registered Representative with the Investment Industry Regulatory Organization of Canada.
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