Prosperity Planning Inc, Victoria, BC

Dale Collins has been working in the financial services industry since 1996 and started her own practice in 2005. She is the owner of Prosperity Planning in Victoria, British Columbia. Megan is a skilled financial planner with over 30 years experience in the field. Megan achieved her Certified Financial Planner designation in 1999, and has been assisting clients in reaching their financial goals ever since. Megan has held the Elder Planning Counselor Certification since 2007, which has helped her bring holistic financial planning to entire families.Megan was the financial planner at the Shelbourne branch of Coast Capital Savings for ten years. She was promoted to Estate Specialist for all the Island branches in 2009. She worked with families and business people to help them manage risk, save taxes and maximize their estates, and will continue to do the same with her clients at Prosperity Planning.