Shawna Wilkins

Background and Experience

Hello, I am Shawna Wilkins. I’m a Financial Planner with Westoba Credit Union. I believe having a
financial plan in place is the key to success. I have been using the financial planning principles with
members since 2001 when I received my Certified Financial Planner designation. My profession
lets me make a meaningful difference in people’s lives by helping make financial dreams come true.

How Can I Help You?

It’s important to know that you do not need a lot of money in order to benefit from a financial plan.
A good financial plan starts with talking about your personal and financial goals and figuring out the best way for you to achieve them. I make the financial planning process easy and, with
regular meetings, we review your progress and adjust your plan as needed. It’s about making a
financial plan fit your life and suit you.

Let’s talk about what your financial plan looks like!

PERSONALIZED planning. PRACTICAL solutions. PROFESSIONAL advice.

Financial planning is offered by Credential Asset Management Inc.