Balance Financial

Balance Financial
Business Genre
Short Business Description
Drawing on 21 years of leadership experience with TD Canada Trust, Shawna cuts through the noise that fuels our fears and builds a life-specific financial plan. Her unique power lies in the heart-centred honesty she brings to her expertise.
Long Business Description

Shawna McCrea will help you secure a rope to your future. As a veteran financial planner, Shawna understands that our old beliefs about money cannot create new possibilities and better decisions. Clarity is necessary when navigating toward a financially successful life.

Drawing on 21 years of leadership experience with TD Canada Trust, Shawna cuts through the noise that fuels our fears and builds a life-specific financial plan. 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.

Shawna also knows that transformation can be daunting when we’re faced with a vast array of options that don’t always serve our vision. True potential comes from within, by honouring our own goals, challenging our assumptions, and working with a trusted partner who has our interests at heart. Leaving TD Canada Trust in 2015, Shawna launched Balance Financial, committing herself to financial well-being through fresh thinking.

Contact Shawna today, to discuss your possibilities and chart your course to a robust financial future and the best life you imagine.

Business Website Address
Business Phone Number
2507187356
Business Address
110 - 565 Bernard Ave, Kelowna, BC V1Y 8R4
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