When I first met Shawna McCrea at a Balance Well-Being event over five years ago, I thought, “Wow, she really understands people and sees possibilities for them miles away.” When I learned she'd had years of leadership experience in the financial industry and community building, my engaging first impressions came into fuller view.
Shawna supports individuals and companies on their voyages to viability. Like a ship’s captain focused on land, she can spot hazards and help you to steer in the right direction. Motivated by a deep caring for others and a desire to see them succeed, Shawna also knows that in order to keep firm hands on the helm means you have to have fresh thinking about the money.
Shawna is the owner of Balance Financial, through which she encourages her clients to challenge their beliefs and assumptions about wealth and envision what a truly fulfilling life means to them. Her unique power lies in the heart-centred honesty she brings to her expertise. Shawna gets to know each client thoroughly, addressing their anxieties and discovering their dreams, so they can form healthier habits and make more meaningful choices.
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