Search
Wealth Management Team
Ashlee Taylor
RIS – Director, Wealth Advisory
Access Credit Union
Credential Asset Management Inc.
Access Credit Union
Credential Asset Management Inc.
Fran Diogo
CFP®, CLU – Manager, Wealth Advisory
Access Credit Union
Credential Asset Management Inc.
Access Credit Union
Credential Asset Management Inc.
Ashlee Taylor is our Director of Wealth Advisory, and she has the privilege of overseeing the Wealth division of Access Credit Union. In addition to leading an amazing team of accomplished Financial Planners, Wealth Advisors, and Investment Specialists, Ashlee also collaborates with other Access CU department leaders to create a culture of employee empowerment, trust, and accountability.
Throughout her career, Ashlee has completed many financial courses, including Personal Financial Planning, the Canadian Securities Course, Investment Funds in Canada and Responsible Investing. Ashlee is currently enrolled in the University of Manitoba’s Certificate in Management (CIM) program. She has over 35 years of experience in the financial industry, with most of those being in management positions.
Ashlee is committed to ensuring all our members have access to investing and advice by offering a selection of investment platforms and options which will best meet their needs.
Areas of expertise: Leadership and Employee Development, Multi Business Segment Management, Pension Transfers and Retirement Planning, Private Investment Portfolio Solutions, Estate Planning, Intergenerational Wealth Transfer Planning, Education Savings Planning
Credentials: Branch Compliance Officer’s Course, Responsible Investment Specialist (RIS), Canadian Securities Course, working towards Certificate in Management (CIM)
Spoken languages: English
Fran has been in financial services for more than 15 years and is currently serving our members as both a certified Wealth Advisor with Credential Asset Management and branch manager of our Access Credit Union Grunthal branch.
Planning to retire can often bring more questions than answers. Fran will walk you through every aspect of this very important decision including how to strategically draw out your retirement income in the most tax efficient way, while still allowing it to grow.
Areas of expertise: Pension and retirement planning, tax and estate planning
Credentials: CFP® designation, Chartered Life Underwriter (CLU) designation
Spoken Languages: English
Wealth Advisory Team
Wil Montgomery
CFP®, RIS – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Access Credit Union
Credential Asset Management Inc.
Cheryl Kirschman
RIS – Wealth Advisor
Access Credit Union
Credential Securities
Access Credit Union
Credential Securities
Bob Beck
B. Comm (Hons), CPA, FMA – Wealth Advisor
Access Credit Union
Credential Securities
Access Credit Union
Credential Securities
Bill North
RIS – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Tyarra Braun
RIS - Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
James Langstaff
MBA – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Access Credit Union
Credential Asset Management Inc.
Ross McMillan
Bcomm (Hons), CFP®, CIM, FMA – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Access Credit Union
Credential Asset Management Inc.
P. Crystal Taylor
BComm, CFP, RRC®, CFDS – Senior Financial Advisor
Access Credit Union
Credential Securities
James Funk
CPA, CFP® – Senior Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Access Credit Union
Credential Asset Management Inc.
Rick Stefansson
Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Access Credit Union
Credential Asset Management Inc.
Justin McMurdo
Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Charlene Fitkowsky
RIS – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Credential Asset Management Inc.
Joshua Froese
CFP®, B.Comm. (Hons) - Wealth Advisor
Access Credit Union
Kevin Gavigan
CFP®, RIS – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Access Credit Union
Credential Asset Management Inc.
Marjorie Kolimlim
CFP® – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.
Access Credit Union
Credential Asset Management Inc.
Whether it’s coaching kids in sports or guiding clients on how to make sound investments, Wil loves helping people reach their goals. Wil believes that when it comes to financial planning, you can’t use the same template for everyone. Following that methodology since 1997, Wil’s strength lies in the planning; working within a member’s current life stage at the start and following through their intended path to see the end goal. He keeps the objective in focus and stays in regular contact to ensure flexibility as economic or lifestyle conditions warrant.
- Areas of expertise: RRSPs and Retirement Planning, TFSAs and Tax Planning, RESPs and Education Planning, RDSPs, Wealth Management
- Credentials: Certified Financial Planner® (CFP®), Responsible Investment Specialist (RIS), Professional Financial Planning
- Spoken Languages: English
Cheryl has worked in the financial industry since 2006. She is currently an Investment Advisor with Access Credit Union and Credential Securities.
While Cheryl’s main goal is to help members lower their anxiety and stress around money and their financial future, her expertise and focus is broad, having a wide range of knowledge in the areas of financial literacy, retirement and estate planning, registered plans, investment advice, and pension transfers. Cheryl’s favourite part of her job is hearing her clients say: “I feel so much better about my finances now!”
Areas of expertise: Financial Literacy, Retirement Planning, Estate Planning, Pension Transfers, RRSP/RRIFs, TFSAs, RESPs, RDSPs, & Investment Advice (Mutual Funds, Stocks, Bonds, & ETFs)
Credentials: Certificate in Financial Services Advice (CFSA), Responsible Investment Specialist (RIS)
Spoken languages: English
With a Bachelor of Commerce (Honours), a Chartered Professional Accountant Designation, and over 38 years in the industry, there’s nothing Bob Beck can’t accomplish when it comes to helping members with their finances.
By getting to know his members, Bob is able to tailor specific plans based on their individual life circumstances that contribute to a healthy financial future, in areas such as portfolio construction, wealth accumulation, retirement planning, and wealth transfers.
Areas of expertise: Wealth Management including Portfolio Construction, Wealth Accumulation, Retirement Planning, Tax Planning, and Intergenerational Wealth Transfer
Credentials: Bachelor of Commerce Honours Degree (B. Comm. Hons.), Chartered Professional Accountant (CPA), Financial Management Advisor – IIROC (FMA), Certified Professional Consultant on Aging (CPCA®)
Spoken Languages: English
A Carman native and former golf professional, Bill North has been helping members sleep better at night knowing that they are being taken care of with sound advice since 2007.
Bill is passionate about financial planning and being able to help his members achieve their goals, taking the time to clarify those goals and any concerns before following through to completion. Bill believes that comprehensive financial planning is not a one size fits all solution so he tailors his strategies to fit the needs of all members; from the novice investor just starting out, to the more complex investor who’s got some experience under their belt.
- Areas of expertise: Estate planning, retirement planning, education planning, holistic financial planning
- Credentials: Responsible Investment Specialist (RIS), Certificate in Financial Services Advice, Certificate in Advanced Financial Advice, Mutual Funds Investment Specialist with Credential Asset Management Inc.
- Spoken Languages: English
Tyarra lends Access Credit Union more than 16 years of experience in financial services. Her career has seen her through a variety of different roles, collecting a broad scope of knowledge and discovering a love for helping others achieve their financial goals. Equipped with the knowledge gained from many courses taken through the Canadian Securities Institute and the Credit Union Institute of Canada, Tyarra enjoys providing her members with the best service and the most relevant and accurate financial and investment advice.
.
- Areas of expertise: Financial Literacy, Pension Transfers and Retirement Planning, TFSAs, RRSPs, RESPs and education planning, RDSPs
- Credentials: Responsible Investment Specialist (RIS) Designation, Sales & Service Representative Accreditation, currently working towards her Certified Financial Planner (CFP) Designation
- Spoken Languages: English
James has been in financial services for the past six years, currently serving our Winnipeg members with personalized financial advice. By getting to know his members and their unique needs, James tailors his approach based on each individual’s life stage, current and future goals, and any other factors that contribute to planning for a healthy financial future.
In his past life, James worked as Regional Sales Director for the Manitoba and Saskatchewan operating areas with a well-known investment company. In that role, and previous roles, he worked closely with high net worth clients and continues to service this demographic of members today.
- Areas of expertise: Investment Planning, Tax Planning, Retirement Planning, Estate Planning, Intergenerational Wealth Transfer Planning
- Credentials: Bachelor of Arts and MBA in Financial Analysis, Canadian Securities Course, Conduct and Practices Handbook Course
- Spoken Languages: English
Since 1994, Ross’ plan has been simple: to create lasting relationships by creating, implementing, and monitoring his members’ personalized retirement plans.
Ross’ broad education base gives him a wealth of knowledge to deliver confidence and peace of mind to his members. He strives to view things from the member’s perspective in order to consistently provide wise counsel and excellent service. His specialty? Intergenerational wealth transfer planning. His ability to foster strong member relationships has given him the unique opportunity to serve the next generation of his clients and support them in their next phase of financial planning.
- Areas of expertise: Investment Planning, Insurance Planning, Tax Planning, Retirement Planning, Estate Planning, Intergenerational Wealth Transfer Planning, Education Savings Planning
- Credentials: Bachelor of Commerce (Honours) Degree, CFP® designation, Canadian Investment Manager (CIM), financial management advisor (FMA), Certificate in Estate Planning and Trust Strategy, Certificate in Retirement Strategy
- Spoken Languages: English
An Honours Commerce graduate from the University of Manitoba, Crystal entered the financial services industry in 1988. She has since built a reputation for providing attentive, client-focused service and valued advice.
Having served in a number of positions in the financial industry, Crystal’s passion for investments resulted in a transition into an advisory role. This broad range of experience has strengthened her belief in the need for a comprehensive approach to financial planning.
Equipped with the knowledge and skill that comes with her Certified Financial Planner and Registered Retirement Consultant designations, Crystal specializes in retirement, tax and estate planning. She also recently completed her Certified Financial Divorce Specialist designation.
- Areas of expertise: Estate Planning, Retirement Planning, Tax Planning, Portfolio Construction and Investments
- Credentials: Bachelor of Commerce (Hons), Certified Financial Planner CFP®, Registered Retirement Consultant RRC®, Certified Financial Divorce Specialist (CFDS)
- Spoken Languages: English
James has taken his lifelong passion for details and numbers and applied it to building strong financial plans for his members that are based on trust and integrity.
James believes that any long-term business relationship should be built on a foundation of reliability and honesty, listening carefully to his clients to better understand their needs and financial goals.
Drawing on his previous experience as an accountant, James knows all the ins and outs of finances and will use that knowledge combined with his solutions-based advice to build trust with his members, specifically in the area of retirement planning.
- Areas of expertise: RRSPs and retirement planning, wealth management
- Credentials: Chartered Professional Accountant (CPA), Certified Financial Planner® (CFP®)
- Spoken Languages: English
Helping members achieve peace of mind and confidence with their finances is something Rick takes very seriously. With over 35 years of experience in the industry, he enjoys helping people save early, live within their means, and ultimately, ‘demystify’ retirement. In the course of his career, he has aided hundreds of people as they take on the next chapter in their lives.
Having taken on roles in areas such as Client Services, Business Development, Compliance, and of course, Wealth Management, Rick is able to give members tailored financial and investment advice.
Areas of expertise: Building Retirement Plans, RDSPs, and RESPs
Spoken languages: English
Justin prioritizes taking the time to develop relationships, recognizing and appreciating the unique needs of every member that walks through his door. He is committed to building relationships with his members; not just focusing on their short-term needs, but also assisting them with long-term goal setting. With his almost two decades of financial expertise and experience, you can rest assured knowing you are in capable hands with Justin.
.
- Areas of expertise: RESPs and education planning, RDSPs, TFSAs, Pension Transfers and Retirement Investments, Investments for Businesses
- Credentials: Business Administration Diploma
- Spoken Languages: English
Charlene’s career began in 1987, having worked a variety of roles in the industry, eventually landing and settling in the credit union system. Before taking on her role in Wealth Management, Charlene was the inaugural Manager of our Pinawa branch, taking it from infancy to success.
In her role today, Charlene’s approach is to keep it simple, put herself in her member’s shoes, and help them take the time to truly understand their finances. Simply put, Charlene loves helping people reach their goals and guide them through life changes, like marriage and raising a family.
Areas of expertise: Mutual Funds
Credentials: Financial Management Advisor (FMA), Fellow of Canadian Securities Institute (FCSI®), Responsible Investment Specialist (RIS)
Spoken languages: English
Josh Froese, our new Wealth Advisor from Winkler, is a Financial Planner who is relatively new to the industry but has a unique approach to financial planning that sets him apart.
Josh believes in holistic financial planning, which means that he doesn't just focus on investments and financial products but considers all aspects of his members’ lives to create a comprehensive plan that aligns with their goals.
By taking a more comprehensive approach, Josh can help members not only achieve their financial goals but also improve their overall quality of life. Josh is passionate about helping people feel empowered and in control of their financial future.
- Credentials: Certified Financial Planner® (CFP®), Canadian Securities Course, Wealth Management Essentials, Bachelor of Commerce (Honours) Degree
- Spoken Languages: English
Kevin Gavigan, our lively Wealth Advisor from Morden originally hails from Ireland. His travels have brought him to Southern Manitoba where he enjoys taking a holistic approach to wealth management by helping his members make decisions that will positively affect their overall wellbeing.
Building on his experiences in finance within big banks and the credit union network, Kevin takes each members’ diverse story and situation and develops a financial plan that will help them achieve their future goals and aspirations. His number one piece of advice for members, regardless of their circumstances, is to prepare for retirement. Deal with it as early as possible and don’t procrastinate!
- Areas of expertise: Retirement planning, holistic financial planning
- Credentials: Canadian Investment Funds course, Branch Managers Examination, Responsible Investment Association (RIS), Certified Financial Planner® (CFP®), Canadian Investment Funds Course, Canadian Securities Course
- Spoken Languages: English
With a BA in Organizational Communication, as well as being a Certified Financial Planner® professional since 2014, Marjorie is equipped with the tools to help you achieve your financial goals. Her philosophy is simple: she will do what is best for her members at any stage or milestone in their life.
Marjorie has over 25 years of experience in financial services and hopes to help members gain an understanding and appreciate the intricacies of retirement and tax planning, estate, asset growth, and income generation.
Areas of expertise: Mutual Funds, Registered Plans, Retirement Planning
Credentials: Certified Financial Planner (CFP®)
Spoken languages: English and Filipino
