Sign In
Sign In

Wealth

  1. Wealth

This month's featured advisors:

Jason Talbot photo

Jason Talbot

Jason looks to simplify the investment process and enable every member to make informed decisions to reach their financial goals.




Jeannette Klaassen

With 11 years experience in the financial industry, Jeannette is committed to building long term relationships and providing holistic financial advice.




Book a Meeting Calendar icon with a checkmark, representing appointment booking.

Speak with one of our Wealth Advisors today!

BOOK AN APPOINTMENT

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 Wealth, 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.

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.

Clear Answers for Smart Wealth Management

Access Credit Union offers a full range of wealth management services designed to help you grow and protect your money including financial planning, investment advice, retirement planning, tax strategies, and estate planning.

Through a partnership with Aviso Wealth, members can access a wide range of investment solutions and personalized advice tailored to their goals and financial situation.

Access Credit Union offers a full range of wealth management services designed to help you grow and protect your money including financial planning, investment advice, retirement planning, tax strategies, and estate planning.

Through a partnership with Aviso Wealth, members can access a wide range of investment solutions and personalized advice tailored to their goals and financial situation.

What types of investment accounts can I open?

You can choose from a variety of registered and non-registered investment accounts, including:

  • Registered Retirement Savings Plans (RRSPs)
  • Tax-Free Savings Accounts (TFSAs)
  • Registered Retirement Income Funds (RRIFs)
  • Registered Education Savings Plans (RESPs)
  • Non-registered investment accounts
  • LIRAs and LIFS
  • FHSAs
  • RDSPs

These accounts can hold investments like GICs, mutual funds, stocks, bonds, and ETFs.

Access Credit Union Wealth Advisors work with members at all stages, from building savings to planning retirement. They provide personalized guidance based on your goals, risk tolerance, and financial situation.

But if you prefer to manage your own portfolio, Access offers services through Qtrade. Qtrade is an online investing platform that lets you buy and sell investments like stocks, ETFs, mutual funds, bonds, and more. Through Access Credit Union’s partnership with Qtrade Direct Investing®, you can manage your investments yourself using an easy-to-use digital platform with research tools and guidance.

Access wealth management gives you access to professional financial advice and planning services through  your local Access Credit Union branch. You’ll work with a Financial Advisor,  Wealth Advisor, or Investment Specialist to build a personalized plan based on your goals and overall financial situation.

If you’re not sure what the right option is for you, reach out to us! We’re happy to help!

Book an Appointment!

Wealth planning starts with understanding your current financial situation and goals. Advisors help you create a personalized plan that may include:

  • Cash flow and budgeting strategies
  • Investment planning
  • Retirement planning
  • Tax-efficient strategies
  • Estate and legacy planning

This big-picture approach helps ensure all parts of your financial life work together.

Qtrade is designed for all experience levels—whether you’re just getting started or already comfortable investing. It offers tools, insights, and support to help you make informed investment decisions at your own pace.

Socially responsible investing (SRI) allows you to invest in companies and funds that align with your values, such as environmental sustainability or community impact.

Access Credit Union offers SRI options so you can grow your wealth while supporting causes you care about.

Are investment services available online or in-branch?

Both! You can work with a wealth advisor in-branch, via phone, or via virtual meeting. You can also choose digital investing options through Qtrade’s online platforms.

Protection varies by product. Traditional deposit products, including savings accounts and GICs, are 100% guaranteed without limit by the Deposit Guarantee Corporation of Manitoba (DGCM).
This provides added security for savings accounts, GICs, and eligible registered products. 

Access Credit Union offers:

  • Local, Manitoba-based advice
  • Personalized financial planning
  • A full range of investment options
  • Guidance tailored to your goals and values

As a member-owned organization, the focus is on helping members achieve long-term financial well-being.

No! Our wealth advisory services are designed for both new and experienced investors. If you’re just getting started, an advisor can guide you through your options and help you build a plan. If you have more experience, you’ll benefit from advanced tools, insights, and investment strategies.

Whether you prefer working with an advisor or managing your own investments, we offer options to support every level of investor.

Access Credit Union offers personalized wealth management services including investment planning, retirement strategies, and estate planning. Members receive guidance from local advisors in Manitoba, along with access to a wide range of investment options through Aviso Wealth
Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. 
Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.

Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.

Online Partner Logins

Conveniently access the online login portals for our financial partners:






This website uses cookies to improve your user experience. By continuing to browse the site you are agreeing to our use of cookies.