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Westoba Credit Union

Tara Wilkie

Background and Experience

Hello, I’m Tara Wilkie. I am a Financial Planner with Westoba Credit Union. Since I was young,
I have put every penny in a savings account and have enjoyed watching it grow. Friends and family
have always come to me for tips on saving for their future, so it made sense to specialize in Financial
Services when obtaining my Business Administration diploma. Over the past 10 years I’ve continued to pursue continuing education opportunities, and now hold a Personal Financial Planning (PFP) designation. This combination of knowledge and experience allows me to consistently provide the sound financial advice members need to reach their financial goals.

How Can I Help You?

A good financial plan starts with talking to you about you and where you see yourself down the
road. Together we’ll outline your financial goals and create a plan that is unique to you. Your plan
is flexible and grows and changes with your life. A financial plan is about helping people with all
income levels. I’m here to help you achieve your short and long term goals.

What does your financial plan look like? Let’s talk!


Financial planning is offered by Credential Asset Management Inc.