Our Team

Karen joined IG Wealth Management on January 16, 1995, as a Financial Consultant in the Guelph, Ontario region office. Since then, she has built a reputation as a steady, thoughtful, and highly trusted advisor, known for putting her clients’ interests first and guiding them through financial decisions with clarity and care.

With more than 25 years of experience in comprehensive financial planning, Karen brings deep technical expertise alongside a practical, client-centred approach. She has completed numerous industry courses, including the Canadian Securities Course (CSC), the Chartered Financial Planner program, and the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and is also a Registered Retirement Consultant. These credentials reflect not only her knowledge but also her long-standing commitment to professional excellence and ongoing education.

Karen specializes in working with pre-retirees and retirees, helping them navigate complex decisions around retirement income, tax efficiency, estate planning, and long-term financial security. She is known for taking the time to truly understand each client’s goals, concerns, and life circumstances, and for translating complexity into clear, actionable strategies through a comprehensive personal financial plan.

Consistently recognized as a top performer within Region Office 86, Karen’s success is grounded in long-term relationships built on trust, transparency, and follow-through. Clients value her calm, disciplined approach, especially during periods of uncertainty, and appreciate having a trusted advisor who helps them stay focused on what matters most, both financially and personally.

Karen completed the Wharton School’s Behavioral Finance for Private Clients Program, a specialized course designed for financial professionals who want to deepen their understanding of how human behavior impacts financial decision-making. This advanced program explores the latest research in psychology, behavioral economics, and the human sciences, equipping advisors with evidence-based tools to better recognize client biases, improve communication, and support more thoughtful, goal-aligned financial planning. Karen integrates these insights into her practice to offer a more personalized, client-centered approach to wealth management.

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 transitioned to financial services in 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 clients and their families 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.