Shanna moved to Kamloops in 1999 to attend University, where she earned her Accounting Technician Diploma. She then spent the next 16 years in the accounting field before making the decision to leap into the exciting world of financial planning in 2018, where she has been helping old and new friends alike to create a financial plan tailored to meet their individual needs and goals.

Since joining Bill in 2020, Shanna has grown with the practice to become a trusted and highly valued member of the team. Shanna is fully licensed with both MFDA and the Insurance Council of British Columbia and looks forward to helping improve the lives of our clients for all their future needs.

Shanna fell in love with the area and over the years has participated in many community events such as Boogie on the Bridge and the IG Wealth Management Walk for Alzheimer’s, as well as volunteering for the BC Summer Games and Senior Western games and many more held in and around the community of Kamloops. When time allows, she also enjoys golfing at the many courses in the surrounding area and kayaking in the beautiful lakes nearby.

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