Megan Schott

Megan Schott

Practice Manager @ IG Wealth Management

About Megan Schott

Megan Schott is a Practice Manager at IG Wealth Management in Kelowna, British Columbia, with over 10 years of experience in customer service roles. She holds a Bachelor of Business Administration in Finance from Okanagan College and has previously worked in various positions, including HR Service Partner and Administrative Assistant at Interior Health Authority.

Work at IG Wealth Management

Megan Schott has been serving as a Practice Manager at IG Wealth Management since 2021. In this role, she is responsible for overseeing various operational aspects of the practice, ensuring efficient service delivery to clients. Her tenure at IG Wealth Management has allowed her to leverage her extensive experience in customer service and management within the financial services sector.

Previous Experience in Customer Service

Megan Schott has over 10 years of experience in customer service-based industries. Prior to her current role, she worked at Brookfield Global Relocation Services as an Advisor from 2012 to 2014, where she provided support at Canadian Forces Base Edmonton. Additionally, she held positions at Interior Health Authority, serving as an HR Service Partner from 2019 to 2021 and as an Administrative Assistant from 2018 to 2019.

Education and Expertise

Megan Schott holds a Bachelor of Business Administration with a focus in Finance from Okanagan College. She completed her studies there from 2016 to 2017. Prior to that, she earned a Business Administration Diploma in Finance from the Northern Alberta Institute of Technology (NAIT) from 2014 to 2016. Her educational background equips her with a solid foundation in financial principles and business management.

Career Progression

Megan Schott's career includes various roles that demonstrate her growth in the administrative and management fields. She worked as an Executive Assistant at Investors Group from 2017 to 2018 and served as an Office Manager at Cactus Club Cafe from 2016 to 2018. These positions contributed to her skill set in data entry, time management, and teamwork.

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