Our Team

Karen joined IG Wealth Management on January 16, 1995 as a Financial Consultant in the Guelph Office. She has completed numerous industry courses including the Canadian Securities Course (CSC), the Chartered Financial Planner, and CERTIFIED FINANCIAL PLANNER designation and is also a Registered Retirement Consultant.

Karen has over 25 years of experience in Financial Planning with IG Wealth Management. She has proven to be one of the top performers in Region Office 86, specializing her practice to service pre-retirees and retirees with a full Personal Comprehensive Financial Plan. 

Krista joined the Morris Team in 2015. She began as an Assistant and worked her way up to an Associate role. In the process she took courses in order to get her Mutual Fund License and passed the Life License Qualification Program. Krista enrolled in 2019 to get her CERTIFIED FINANCIAL PLANNER designation.

Krista plays a vital role within the Morris Team in that she is the main point of contact for clients making sure their every need is looked after in a timely manner, as well as making sure the business runs smoothly from the background.

In 2020 Krista became partners with Karen making it to Private Wealth Management and becoming Morris & Morris Private Wealth Management.

With a PhD in Physics from the University of Guelph and a background that includes Master's and Bachelor's degrees in Biophysics, Meaghan (Meg) Ward brings a unique, analytical perspective to financial planning. After years in academia and research, she made the transition to financial services in April 2025, joining IG Private Wealth Management alongside Karen Morris and the Morris team.

Driven by a passion for education and problem-solving, Meg is motivated to help individuals better understand and optimize their financial lives. Though early in her financial services career, she already appreciates the team's collaborative spirit and client-focused culture.

Originally from Bobcaygeon, Meg now lives in Kitchener with her husband and their young son. Outside work, she enjoys running, biking, rock climbing, snowboarding, and baking. She has lived and travelled extensively throughout Europe, including Greece, Sweden, and the Netherlands.

Deeply committed to community involvement, Meg has volunteered with student organizations supporting women in physics at the University of Waterloo and actively contributes to her son’s school council, where she’s currently involved in fundraising efforts for a new playground.

Combining her scientific training with a passion for empowering others, Meg brings clarity, precision, and a thoughtful approach to supporting the team and every client relationship.

Danielle creates and executes strategic marketing plans for top tier financial planning professionals in the private wealth management sphere. Her previous roles within financial service businesses range from administrative support to an Associate Consultant position, focusing on business development and team leadership, with a nationally top ten ranked team.

Danielle believes that clients are best served by marketing that communicates helpful and timely information to strengthen the individual service each client deserves.

Danielle holds an honours Bachelor of Science degree with a minor in Business Administration from the University of Guelph.