Background and Experience
Hello, I am Marilyn Sturgeon. I’m a Financial Planner with Westoba Credit Union. I have my Wealth
Consultant designation and have thirty-five years of experience working in the financial planning sector.
At Westoba, people make the difference and we are committed to providing you excellent
customer service and finding the right solution for you.
How Can I Help You?
Good financial planning starts with getting to know you and what you’re comfortable with.
I look at the big picture, including what your goals are, where you want to be in the future and what’s
important to you. A financial plan is a roadmap guiding you where you need to go. I’ll regularly review
your progress with you, so you can see your growth. Your financial plan is tailored to you and I am
committed to making sure we’re headed in the right direction.