Seasoned experts in financial planning with a big-picture approach to wealth.
Access Credit Union partners with Aviso Wealth Inc. to provide comprehensive financial planning services to our members throughout our branches. Learn more about our partnership with Aviso Wealth Inc. by viewing the digital brochure.
- Cash flow planning
- Education planning
- Tax planning
- Investment planning
- Retirement planning
- Estate planning
Our In-Branch Team
James Funk, CPA, CGA, CFP® –Senior Wealth Advisor, Winkler
Fran Diogo, CFP®, CLU®, RIS – Wealth Advisor, Grunthal
Kevin Gavigan, QAFP™, RIS – Wealth Advisor, Morden
Bill North, RIS – Wealth Advisor, Carman
Ross McMillan, BComm (Hons), CFP®, CIM, FMA – Wealth Advisor, Altona
Wil Montogomery, CFP®, RIS – Wealth Advisor,
James Langstaff, MBA, RIS – Wealth Advisor, Winnipeg
Simon Becker, RIS – Investment Specialist, Winkler
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
Credential Asset Management 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.