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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

• 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

My name is Rachel McDonald, President & Owner of McDonald Estate Services Ltd.  I began my career in estate administration working with my father who practised law for over 50 years!  Although my Law Clerk Certification provided a great basis for estate administration, the lessons learned through processing thousands of Probate/Certificate of Appointment applications, or acting as a professional Executor, have been invaluable. With over ten years of experience in this field, I have not only honed my practical skills to work efficiently, but also the communication skills necessary to deal with the sensitive and confidential  matters relating to estates.  I truly enjoy getting to know my clients and using my expertise to help them navigate through this difficult process.

For more about my services please visit my website at www.mcdonaldestateservices.ca  

Sole proprietorship offering tax and financial planning service

Financial advisor.  

Update required

Janice McFarlane CFP, CLU, CHS

Canada Life

Regional Sales Manager, Insurance

Ottawa & Eastern Ontario

Janice joined the financial services industry in 2002 and enjoyed 5 years building a practice in Ottawa, with a focus on Estate and Retirement planning.

In 2007 Janice moved into management, where her career became focused on the training and development of advisors and managers. While that role has evolved over her career, her passion to support advisors in their business has remained.

Janice is member in good standing with the Financial Planning Standards Council (FPSC) and Advocis. She is a long-serving industry volunteer, most recently contributing to the Advocis Ottawa Chapter as Past president, Vice president and Program chair. Janice
was named the Advocis volunteer of the year in 2021.

Janice’s role is to:

1. Provide in-depth knowledge of insurance products and processes, creative sales ideas and industry insights for life insurance, critical illness and disability insurance
2. Share effective Insurance concepts and strategies for individuals and business owners
3. Provide case consultation and analysis, and seminar presentation
4. Help financial advisors with strategic solutions and product positioning

Early in my career as a financial security advisor, I
learned a very valuable lesson; the work I do when one of my clients passes
away is some of the most important work that I can do.

Becoming a CEA has increased the support I can offer my
clients. My ideal client wants to make the executor’s job as easy as
possible. They understand by reviewing what they want to happen when
they die will help their executor perform their required duties. Being an
executor is a job no one wants; a friend or loved one must pass away for it to
start. There is no training for the role and often minimal support. My process
helps the client identify ways to make the executor’s job easier. We also
involve the future executor to help them prepare and understand the magnitude
of their role.

I am a real estate appraiser preparing appraisals for many purposes such as estate settling, divorce, government seizures, relocations, capital gains, dispute resolutions, presale consultations,  MPAC challenges, Power of Sale and financial mortgaging.  I have been in the Financial Services Industry holding various positions since 1974, and bring a broad range of experience to the table.