Wealth

This month's featured advisors:

Crystal Taylor 

Crystal has built a reputation for providing attentive, client-focused service, and valued advice. Thinking about retiring? She can create a customized retirement projection to get you there.

Josh Froese

Josh has a unique approach to financial planning, that’s what sets him apart. He believes in holistic planning which means not only does he focus on investments, but he considers all aspects of the members’ life to create a plan that aligns with their goals

Manage your wealth to live a secure, healthy, and enjoyable future through financial freedom.


Wealth comes from the old English word weal, which means well-being. At Access Credit Union, we want to help our members attain and maintain well-being through wise financial decisions.

Creating wealth may begin with smart saving, but to grow it efficiently requires mindful investment of those savings through the right channels to achieve your specific goals

Wealth management is about tailoring a personalized wealth strategy to map out the long-term plan to inform and guide these important decisions.

Are you looking for registered, non-registered, or term deposit products?
Through our partnership with Aviso, Canada's leading credit union wealth provider, Access Credit Union is proud to provide our members access to various wealth service options, on their terms:

In-Branch Wealth Management
Trustworthy investment and financial planning advice throughout our branch network.

Credential Financial Strategies Inc.*
Comprehensive private wealth and insurance strategies for members with more complex wealth needs.

Qtrade Guided Portfolios®
A simple and convenient online investing service that offers digital advice and professionally managed, low-cost portfolios.

Qtrade Direct Investing®
We have partnered with Qtrade Direct Investing, the best self-directed online brokerage as ranked by Surviscor, to provide you with online investing from one of Canada’s best online brokers.

*Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Guided Portfolios and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.

Credential Asset Management, Qtrade Direct Investing and Qtrade Guided Portfolios are wholly-owned subsidiaries of Aviso Wealth Inc. (“Aviso”). Aviso is a wholly-owned subsidiary of Aviso Wealth Limited Partnership, which in turn is owned 50% by Desjardins Financial Holdings Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.

Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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