Get Set with Charlene

Meet Charlene

Charlene’s career began in 1987, having worked a variety of roles in the industry, eventually landing and settling in the credit union system. Before taking on her role in Wealth Management, Charlene was the inaugural Manager of our Pinawa branch, taking it from infancy to success.
In her role today, Charlene’s approach is to keep it simple, put herself in her member’s shoes, and help them take the time to truly understand their finances. Simply put, Charlene loves helping people reach their goals and guide them through life changes, like marriage and raising a family.

h their goals.

Areas of expertise: Mutual Funds
Credentials: Financial Management Advisor (FMA), Fellow of Canadian Securities Institute (FCSI®), Responsible Investment Specialist (RIS)
Spoken languages: English