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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

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

I used to live directly across the street from my current branch location. You wouldn't believe it, but the advisor who ran the branch at the time, walked across the street, knocked on my door and recruited me to take over the branch. I literally had opportunity knock on my door! How many people can say that?

If you had told me in high school that I would end up becoming a Financial Advisor, I would have laughed at you. But in reality, it truly is a great fit for me. I have a passion for speaking with people and learning. I also have a history of working in roles geared towards helping people. Prior to Edward Jones, I was working at Scotia McLeod for nearly 10 years.

I have been serving my clients at Edward Jones since 2005. My clients are retirement focused or retired. They often have one main goal, which is retirement income certainty. My clients have worked hard to provide for themselves or their family. They are looking for guidance on how to plan for the next stage in their life. My emphasis is always to help them reach their goals in a responsible way. I often view myself as a consultant, especially with clients who are focused on a socially responsible investing approach. At the end of the day, I am here for you, but the decision is ultimately yours.

When I'm not in the office, I like to spend time with my family. In the Summer, we are at the cottage boating or kayaking. In the Winter we enjoy skiing. I have a love for travel and prior to having our son, my wife and I backpacked around the world.

The care that my clients receive isn't solely on me. I am lucky to have a fantastic Branch Office Administrator, Sandie Kiley. Sandie Kiley is professional, client centered, outgoing and is always ready to assist in any way she can.

We would love to hear from you. Give us a call and let us see if we can help.

LLQP insurance and wealth advisor. Currently working with Lawyer's Financial Advisory from their head office in Toronto, part of the Canadian Bar Insurance Association. My focus is clients with their retirement and insurance planning/solutions. (Previously with RBC Insurance). This is a strategic designation for me as I focus more on retirement, wealth, insurance solutions. 

Currently licensed in Ontario focussedo n clients in GTA and southern Ontario and expanding to Manitoba in 2023. 

I am a freelance law clerk and licensed paralegal. I offer support staff services to lawyers, with a focus on all things litigation, document review, document summary and adobe PDF. As the world of freelance law clerk is still new, I am unique because you can find me.

I am a professional bookkeeper with 15 years experience full service to businesses including CRA filings for personal and business, monthly reconciliation's of bank and visa, financial statement preparation and year end acc