Wealth

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.

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

VirtualWealth®
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.

Investment products tailored to your life goals

At Access Credit Union, we recognize that each member has different financial needs. We ask the right questions to find the solution that will help you reach your financial goals. Make those goals a reality with comprehensive registered investments, term deposits, and more.

Are your Beneficiaries Up-to-Date?

We recommend you review your beneficiaries annually. Major life events like marriage, divorce, birth of a child, or a death in the family are reasons to consider changing beneficiaries on RRSPs, RRIFs, or TFSAs. 

Calculate future earnings to plan for your future

How much do you need to save for a comfortable retirement? How much will you earn from compound interest in a given period? Our calculators can help you work out the details of your financial plan and assist you in reaching your financial goals.

*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 and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. VirtualWealth is a trade name of Credential Qtrade Securities Inc.

Credential Qtrade Securities Inc. is a wholly-owned subsidiary 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.

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