Shawna McCrea helps people build a bridge to their future. A veteran financial professional and community connector, Shawna understands the powerful link between the human heart, money, and business — and the incredible possibilities that emerge when people collaborate to pursue their vision. She recognizes that our personal stories shape our financial choices, and that by aligning our journeys, we can create our best lives together.

Shawna also knows that money can be a source of stress and uncertainty. Drawing on more than 21 years of leadership experience with TD Canada Trust, she helps clients cut through the financial noise and fear that often surround the industry. Her approach is grounded in empathy and clarity — creating customized financial plans that reflect each client’s unique life goals.

Her strength lies in combining deep financial expertise with a heart-centred philosophy. Shawna takes the time to understand each client as an individual, uncovering their dreams and addressing their concerns, so they can make confident, informed decisions and move forward with peace of mind.

When Shawna moved to Kelowna from Calgary in 2003, she was immediately inspired by the entrepreneurial spirit and pride that define the Okanagan. In her role as a branch manager with TD Canada Trust, she saw firsthand how meaningful financial guidance can empower both individuals and businesses to thrive.

In 2015, motivated by her love for the community and her passion for financial well-being, Shawna founded Balance Financial — a firm dedicated to helping people find clarity, confidence, and balance in their financial lives.

Contact Shawna to explore your goals, dreams, and next steps.  Shawna is ready to help you connect your vision to the life you imagine.