About

In 1991, Nancy began her successful financial services career with London Life. Since 2000, as a financial security advisor representing Freedom 55 Financial, she has qualified for the Million Dollar Round Table (MDRT), the premier association of financial professionals world-wide. In 2007, Nancy incorporated her practice as Lyfestyle Financial Inc.

Nancy specializes in providing financial security planning advice to business owners, entrepreneurs, families and individuals.

Community involvement is a vital part of Nancy’s life. She has been involved with the K-W Oktoberfest parade for 33 years, most recently as a director in 2006, and a parade chair 2007-2015.

She also volunteered in the 2012 inaugural Manulife LPGA golf tournament and volunteered with this event until 2015. In 2011 Nancy/Lyfestyle Financial Inc. partnered with LaCreme to organize "Passion for Fashion- Women Helping Women" to raise awareness and money for the "Family Violence Project" under Carizon in Kitchener-Waterloo. The program is now with the YW-KW and operates as the Family Relocation Program.

Nancy and her husband, Dennis,  have a son, Andrew, daughter, Tricia and grandchildren Joshua, Victoria, Grayson, Brooklyn, Eastin, Cheyenne and Harrison.

Financial well-being is deeply personal—Megha knows this firsthand. Over 17 years ago, she arrived in Canada as an immigrant, later navigating life as a divorced single mother while managing a corporate career and raising her teenage daughter. In facing her own financial challenges, she discovered a passion: helping others create stability through life’s transitions.

Her personal journey shaped her approach to comprehensive financial planning. Megha became a qualified insurance and investment solutions provider, later earning her QAFP (Qualified Associate Financial Planner) designation. She is now pursuing her CFP (Certified Financial Planner) certification, further strengthening her expertise in retirement and estate planning—two key milestones in any financial journey.

With a thoughtful, approachable style, Megha works closely with individuals and families, guiding them through major life changes—whether planning for retirement, adjusting after a divorce, or securing their financial future. She simplifies complex financial concepts, offers clear strategies, and builds lasting relationships. Her clients value her insights, leading to strong referrals that have shaped her practice over the past five years.

As an Associate Advisor at Lyfestyle Financial, Megha enhances client services alongside Nancy Koebel, supporting individuals across the Greater Toronto Area and beyond. She also looks forward to contributing to the firm’s community initiatives. Outside of work, Megha finds joy in reading and experimenting with DIY projects.

Does this capture the balance you were looking for? Let me know if you'd like any refinements!