A lifelong learner who loves to travel as well as concert enthusiast who enjoys spending time with her kids, husband, family and friends. Her faith is important to her and she is active in her church community. After receiving her degree in Travel and Tourism, Shannon was able to see the world from a new point of view. After visiting Africa and teaching the locals new life skills she was forever changed. Changing gears, Shannon has now worked in the financial industry as an advisor and mutual fund specialist for over 10 years. Since starting in the Banking world, Shannon decided to expand her horizons by joining the team at the OPPA Credit Union in 2011. Working at the OPPA Credit Union gives Shannon the chance to think outside of the box, while giving members customized advice that makes sense for their needs. In order to do so, she will put herself in their shoes and go above and beyond to strive to give her members a superior experience. Shannon genuinely loves to help her members and serves them well.
A family oriented professional, Carla began her career in finance in 2010 at a community Credit Union and joined OPPA Credit Union in 2014. Carla is qualified in an array of lending, and is a registeredMutual Fund Investment Specialist. She has consistently found success through effective communication skills and the unique ability to navigate the details. When not spending time helping members protect and grow their wealth, you will find her out on the local hiking trails or relaxing down by the lake. Carla is also an exotic animal owner & nature enthusiast. With a passion for helping people, she listens intently and works tirelessly to help achieve your dreams and goals.
A favourite quote that she endeavors to make a reality: “Go confidently in the direction of your dreams. Live the life you have imagined.” Henry David Thoreau
While living a healthy lifestyle, Jennifer enjoys spending time with her family and friends. She has a passion for the outdoors whether that be biking, hiking or just sitting and enjoying nature at its best. Jennifer joined the OPPA Credit Union in 2005, and has worked in the financial services industry since 1997. She is a registered Mutual Funds Investment Specialist. Jennifer enjoys getting to know her members and has a strong belief in the importance of planning for the future. She enjoys building long-term relationships with her members and helping them achieve their financial goals through every stage of their lives.
A wife and mom of two active kids, Stacey finds time between dance recitals and soccer games to relax and travel with her family on the weekends. When she is not with her family, you can find Stacey on the golf course working on her short game. Stacey joined the OPPA Credit Union in May 2017and brings with her a background in Financial Planning. She is experienced in helping identify short and long term goals and developing strategies to achieve them. As a Chartered Life Underwriter (CLU) and FPSC Level 1® Certificant in Financial Planning, Stacey specializes in Wealth Accumulation & Preservation, Estate Planning and Tax Planning. Stacey believes that everyone deserves the opportunity to work with an Advisor, whether you’re financially established or just beginning your financial story. When life changes, so does your plan.
A family oriented sports fanatic who coaches his daughters’ hockey and soccer teams all while finding time to volunteer as a Director for the Barrie Woman’s Hockey Association. After attending both George Brown and Centennial College, Casey has diplomas in both Accounting and Marketing and is a Mutual Fund Investment Specialist. He has spent 22 years in banking, first at Royal Trust and then starting at the OPPA Credit Union in 1999. Casey was also a director on the Credit Union Professionals Association board for 6 years, leaving the board in 2012 as Past President. Being a coach for soccer and hockey has taught Casey the importance of others being able to count on him; there are no two games the same and he is always prepared for a challenge.