Sharon Schermann
Our Estate Planning Specialist, Sharon Schermann, works on building a financial relationship with our members and provides an important piece of their personal financial strategy. Sharon has been a part of the credit union system for 23 years and, for the past six years, she has focused on the area of Estate/Trust planning and Will preparation. She is dedicated to providing members with the high level of service they expect and deserve. Sharon also works with a team of specialist with expertise in financial planning, insurance and full service brokerage.
Sharon is a member of the Estate Planning Council of Saskatoon. Over the years she has attended many professional conferences and fulfils self-study to keep up with a rapidly-changing environment. She has participated and resourced many seminars within the credit union system and other community organizations. Her flexible hours and travel ability has enabled her to become the Affinity staff person that members and co-workers can rely on for assistance or advice in this highly-specialized area.
Tel: 306.934.4087