Background and experience
Hello, I’m Tara Wilkie. I am a Financial Planner with Westoba Credit Union. I recall from an early age, I put every penny in a savings account and enjoyed watching it grow. Friends and family have always come to me for tips on saving for their future, so it made sense to specialize in Financial Services when obtaining my Business Administration diploma.
Over the past 12 years I’ve continued to pursue continuing education opportunities, and now hold a Personal Financial Planning (PFP) designation. This combination of knowledge and experience allows me to consistently provide the sound financial advice members need to reach their financial goals.
How can I help you?
A good financial plan starts with talking to you about your current financial situation, and where you want to be in the future. Together we’ll outline your financial goals and create a plan that is unique to you. Your plan will be flexible and grow and change with your life. A financial plan is about helping people succeed financially, regardless of income or assets. I’m here to help you plot a course to achieve your short and long-term goals.