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Wealth

This month's featured advisors:

Cherylkirschman 555X450

Cheryl Kirschman

Cheryl understands the anxiety and stress that comes with talking about finances. With her broad focus, including financial literacy training, there is no one better equipped!
Chat with Cheryl!
Marjoriekolimlim 555X450

Marjorie Kolimlim

Marjorie wants to meet you where you're at. She will do what is best for her members at any stage or milestone in their life.
Map it out with Marjorie!

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Speak with one of our Wealth Advisors today!

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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.
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.
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