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 recognized nationally. I’ve been in the financial industry for more than thirty years and specializing in financial planning for the past seventeen 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 including succession/estate planning and insurance protection strategies. 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?
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. I will engage you throughout the process and share measurable results with you. We’re a team, working together towards your goals.