About Shawna McCrea

Shawna McCrea is an experienced financial planner dedicated to helping clients build clear, personalized strategies to achieve their financial goals and long-term security. With a thoughtful and client-focused approach, she works closely with individuals and families to develop financial plans tailored to their unique needs, priorities, and vision for the future.

Drawing on more than 21 years of leadership experience with TD Canada Trust — including 15 years as a Branch Manager — Shawna provides guidance grounded in both industry expertise and practical experience. She helps clients navigate investment and financial planning decisions with clarity and confidence, focusing on strategies designed to support wealth accumulation, retirement planning, risk management, and legacy planning.

Known for her professional yet approachable style, Shawna believes strong relationships are the foundation of successful financial planning. She takes the time to understand each client’s objectives and delivers advice that is personalized, transparent, and aligned with their long-term goals.

Since relocating from Calgary to Kelowna in 2003, Shawna has remained actively involved in the local business community, building lasting relationships and supporting meaningful connections throughout the Okanagan.

Education & Credentials

• UBC Bachelor of Business Administration (BBA)
• Investment Funds in Canada (IFIC)
• Canadian Securities Course (CSC)
• Professional Financial Planning (PFP)
• Branch Compliance Officer (BCO)
• Life License Qualification Program (LLQP)                                                                                                                                                                        

Professional Experience

• 21 years with TD Canada Trust
• 15 years as a Branch Manager