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Our skilled Advisors will offer you a personalized plan and work with you to reach your financial goals.

Learn more about our Thunder Bay Advisors below.

Algoma Branch Expand/Collapse

I have worked in the Credit Union system for the past 8 years. My passion is to help people achieve their financial goals and dreams whether it’s a new car, a new house, or a new investment portfolio.

My goal is to help Members make the most well-informed decisions and to answer any questions that come up. In my spare time, I enjoy traveling and shoe shopping. I am a big Chicago Blackhawks fan and try to catch a live game with my daughter once a season. I am not a fan of winter and love heading to the beach in February.

Contact Sharleen at

I have been working in the financial service industry for 10 years. I pride myself on listening to my Members to ensure we can work together to create a solution that meets their goals.

I am a dedicated, family-oriented individual who loves spending time outdoors enjoying the beauty of Northwestern Ontario. I am involved in many not-for profit organizations and I believe in making a difference in our community. My focus is on your financial health and the support I can provide in achieving your goals.

Contact Anna at

Harbour Branch Expand/Collapse

I have been working in the Credit Union system for the past 33 years and have been recently licensed as a Mutual Funds Advisor.

My experience comes from working in many different positions with a focus on building strong relationships. It’s my goal to create plans to help my Members achieve their short and long-term financial goals.

I enjoy spending my free time with my family and friends, enjoying the great outdoors and wonderful restaurants and entertainment that Thunder Bay has to offer.

Contact Ellen at

I have been working with Copperfin for 10 years now. I specialize in consumer lending and investments.

I graduated with Honours from Oradea University in my homeland Romania, from where I have immigrated to Thunder Bay to pursue my career in finance while raising my family. When I’m not at work, I enjoy spending time with my family and friends and travelling.

Contact Lavinia at

Business Services

I am currently a Business Relationship Manager with Copperfin, helping Business Members achieve their goals by providing advice on credit and cash management.

I have been in the financial services industry for over 7 years, with experience in commercial banking and financial planning. My passions are supporting small businesses along their journey and improving financial literacy for all people.

In my free time, you can find me outdoors hiking with my two children, playing basketball, rugby or trying to keep up with my wife Rachel on the volleyball court.

Contact Dan at

Syndicate Branch Expand/Collapse

I have been in financial services and Member Advisor roles for the last 6 years. I come from a background of Business Administration; Property Management.

Since moving my career into banking, I have obtained my Mutual Funds license and I am currently enrolled to complete my Financial Planning certification. My focus is to build a strong rapport with my Members and assist them in achieving their short and long-term financial goals.

I am a married mother of three daughters with three dogs and one sassy cat. In the spare time I do have, I love to spend it outside with my family and pets.

Contact Tara at