Hello. Nice to meet you
This is the
of the sentence.
Meagan Balaneski
Owner / Financial Planner
Andrea Fox
Office Manager
Erin Miller
Client Services Coordinator
0
0
0
salad
0
0
Households served
Financial plans Designed Last Year
Cups of tea consumed Last year
favorite team lunch
Blog posts last year
Courses currently enrolled in
Our Services
Our Core Values
Involved
Meagan is a member of Advocis, the oldest and largest volunteer professional membership association of financial advisors and planners in Canada, a member of the Million Dollar Round Table which is recognized internationally as the standard of excellence in the industry, and a member of CALU an organization that promotes a deeper understanding of complex financial and tax initiatives for clients and advocates for sound public policies.
Meagan is currently volunteering as an MDRT Global Council Member, and is a member of the FP Canada Standards Council Discipline Hearing Panel.
Ethical
Uncompromising honesty and integrity is at the heart of who we are.
We adhere to the Institute of Advanced Financial Planners’ Code of Ethics and Professional Standards of Practice for Registered Financial Planners.
Heartful
Meagan started her own practice in 2010 and created an atmosphere of warmth and belonging, where everyone is welcome. At the heart of this office is Andrea. Always cheerful. Always smiling.
Ambitious
We are constantly challenging the status quo and inspiring our clients to pursue their passions and interests. Meagan has been published over 100 times, including features in national and international magazines and was recently a speaker at the 2020 MDRT AGM on the topic of forgiveness.
Continuous learning, improving, and adapting to industry and personal developments is key to our success. Meagan earned her CFP, RFP, and CLU designations before the age of 30 and received the president’s award for the top mark in the country for the CFP exam. Meagan has since earned her CIM designation, and is currently pursuing her TEP designation.
Socially Responsible
- Environmentally conscious
- Support fair trade farmers
- Monthly charitable donations
- Volunteering in the community
4902C-50 Avenue, Vermilion, AB T9X 1A4
Call/Text: 1-780-853-2949
Fax: 1-888-810-5717
E-mail: info@cupoftfp.com
© 2024 Cup of T Financial Planning. All Rights Reserved.
Website Disclaimer