Background and Experience
Hello, I’m Joanne Conan. I’m a senior Financial Planner with Westoba Credit Union and proud to
be ranked as one of the top financial advisors out of all Manitoba credit unions and to be recognized
nationally. I’ve been in the financial industry for thirty years and specializing in financial planning
for the past twelve years.
I have always been interested in numbers, finances and planning. Being a Financial Planner allows me
to use my interests and skills to help people achieve their life goals. It doesn’t get much better than
that! My Personal Financial Planner designation, other certificates and courses, combined with
years of experience give me a great understanding of what needs to go into financial plans. Most
importantly, I understand that everyone is unique; therefore, everyone’s financial plan is tailored
to meet their individual goals.
How Can I Help You?
The greatest myth when it comes to financial plans is that you need a large amount of money to
get started. That’s not the case. I’m here to help you create a plan that fits your lifestyle and guides
you through all life events. We’ll work together. It’s all about making a plan that fits your unique
situation. We’ll review investment as well as life insurance options. I will engage you throughout the
process and share measurable results with you. We’re a team, working together towards your goals.