JOIN OPPA CREDIT UNION
You and your family members are exclusively invited to become OPPA Credit Union members. Here are a few good reasons to join today:
- We’re your financial backup for life. That means we always put your interests and financial security first. It means that our advice is bias-free (commission-free) and it means we evolve with you as your life evolves. It means we have your back whenever you need us. Think of us your private bankers (but without the bank).
- You get more choices, good ideas and truly tailored advice from an expert who cares. So you can put together the right financial products and services and get the best advice on how to use them whenever you like.
- We’re as mobile as you are. You can access your money easily at ATMs all over Canada, you can move money around without fees, you can bank easily online and through our App. The list goes on and on – there are no limits to banking with OPPA Credit Union.
- OPPA Credit Union members pay less over time for banking, home ownership, borrowing and getting ahead financially. At the same time, we help you grow your net worth through financial planning and investing. The key to both is personalized, commission-free advice and a plan designed for you. That’s the biggest difference of all.
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Your Advice Team
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.
Kas enjoys taking a class to further her knowledge around the things she is most passionate about; while during the summer months she can befound spending as much time as possible with her family and friends out on the lake. Kas is an avid hiker, practices yoga, and enjoys being outside as often as she can. Kas joined the OPPA Credit Union in November 2018. With a designation as a Chartered Life Underwriter, and a background in Wealth Management, Retirement Planning and Tax Strategizing, Kas brings a detailed approach of holistic Financial & Estate Planning to her members. Kas has a degree in Accounting, and is Mutual Fund & Insurance licensed to ensure that all areas of your financial well-being are taken care of. Kas is passionate about delivering a Plan that is uniquely catered to your own lifestyle, goals & concerns; and believes that your financial blueprint should be as ever changing as you are.
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 licenced Mutual Funds Investment Specialist and previously licenced for Life and Disability insurance. 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.