Access Wealth Advisory

Seasoned experts in financial planning with a big-picture approach to wealth.


Our Wealth Advisors and Investment Specialists work to help you achieve each of your financial goals with consideration for your overall financial situation.

Access Credit Union partners with Aviso Wealth to provide comprehensive financial planning services to our members throughout our branches. Learn more about our partnership with Aviso Wealth by viewing the digital brochure.

Call 1.800.264.2926 to book your no-obligation consultation appointment today.



We can help examine your needs, explore opportunities, and plan with the full spectrum of wealth strategies, including:

  • Cash flow planning
  • Education planning
  • Tax planning
  • Investment planning
  • Retirement planning
  • Estate planning

Wealth Advisory Management

Ashlee Taylor

RIS – Director, Wealth Advisory
Access Credit Union
Aviso Wealth - Wealth Advisor

Fran Diogo

CFP®, CLU, C.I.M. – Manager, Wealth Advisory
Access Credit Union
Aviso Wealth - Wealth Advisor

Wealth Advisory Team

Atoshi Bhattacharjee

MBA, B.Comm. (Hons.)  – Wealth Advisor
Access Credit Union
Aviso Wealth

James Langstaff

MBA – Wealth Advisor
Access Credit Union
Aviso Wealth 

Rick Stefansson

Wealth Advisor
Access Credit Union
Aviso Wealth

Joshua Froese

CFP®, B.Comm. (Hons) – Wealth Advisor
Access Credit Union
Aviso Wealth

P. Crystal Taylor

BComm, CFP, RRC®, CFDS – Senior Financial Advisor
Access Credit Union
Aviso Wealth

Marjorie Kolimlim

CFP® – Wealth Advisor
Access Credit Union
Aviso Wealth

Danielle Janzen

Danielle Janzen – Investment Specialist I
Access Credit Union
Aviso Wealth 

James Funk

CPA, CFP® – Senior Wealth Advisor
Access Credit Union
Aviso Wealth

Justin McMurdo

Wealth Advisor
Access Credit Union
Aviso Wealth

Bob Beck

B. Comm (Hons), CPA, FMA – Wealth Advisor
Access Credit Union
Aviso Wealth

Kevin Gavigan

CFP®, RIS – Wealth Advisor
Access Credit Union
Aviso Wealth

Jeannette Klaassen

Investment Specialist
Access Credit Union
Aviso Wealth

Tyarra Braun

RIS – Wealth Advisor
Access Credit Union
Aviso Wealth

Eric Massey

B.Comm, RIS – Wealth Advisor
Access Credit Union
Aviso Wealth

Ross McMillan

Bcomm (Hons), CFP®, CIM, FMA – Wealth Advisor
Access Credit Union
Aviso Wealth

Bill North

RIS – Wealth Advisor
Access Credit Union
Aviso Wealth



Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

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