Access Wealth Advisory
Seasoned experts in financial planning with a big-picture approach to wealth.
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.
- 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
Access Credit Union
Fran Diogo
CFP®, CLU, C.I.M. – Manager, Wealth Advisory
Access Credit Union
Aviso Wealth - Wealth Advisor
Aviso Wealth - Wealth Advisor
Fran is our Manager of Wealth Advisory and has been in the Financial Industry for 20 years. Fran has held a few different roles within the Credit Union including: Branch Manager for the Southeast branches and Wealth Advisor. In her current role, Fran is dedication to employee development and committed to ensuring every member is aware of Access Wealth Advisory full offerings.
Planning to retire can often bring more questions than answers. The Access Wealth Advisory team can 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.
Wealth Advisory Team
Rick Stefansson
Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Jeannette Klaassen
Investment Specialist
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Danielle Janzen
Investment Specialist I
Access Credit Union
Aviso Wealth
Steve Hildebrand
Wealth Advisor
Access Credit Union
Aviso Wealth
Ross McMillan
Bcomm (Hons), CFP®, CIM, FMA – Wealth Advisor
Access Credit Union
Aviso Wealth
Adam Pringle
BA, CFP® - Wealth Advisor
Access Credit Union
Aviso Wealth
James Funk
CPA, CFP® – Senior Wealth Advisor
Access Credit Union
Aviso Wealth
Mia Cecilio
Investment Specialist
Access Credit Union
Aviso Wealth
Justin McMurdo
Wealth Advisor
Access Credit Union
Aviso Wealth
Bill North
RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Tyarra Braun
RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Joshua Froese
CFP®, B.Comm. (Hons) – Wealth Advisor
Access Credit Union
Aviso Wealth
James Langstaff
MBA – Wealth Advisor
Access Credit Union
Aviso Wealth
Atoshi Bhattacharjee
MBA, 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
Access Credit Union
Aviso Wealth
Jason Talbot
Investment Specialist
Access Credit Union
Aviso Wealth
Eric Massey
B.Comm, RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Bob Beck
B. Comm (Hons), CPA, FMA – Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Kevin Gavigan
CFP®, RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
- Areas of expertise: Debt Management, Retirement Planning, RRSPs, TFSAs
- Credentials: working towards PFP designation
- Spoken languages: English, Dutch
Danielle Janzen has been in financial services since 2018 and is currently serving our South-Eastern Manitoba members.
Danielle enjoys building long-term relationships with her members. She believes that each member has different needs, whether it be saving for a first home, education, vacation or retirement, Danielle would love to help you reach your financial goals.
- Areas of expertise: Financial Literacy, Debt Management, Mutual Funds, RRSP’s, RIF’s, LIRA’s, LIF’s, TFSA’s, FHSA’s, and RESP’s.
- Spoken Languages: English
During his years within the financial industry, Steve has held numerous positions. He draws on skills and knowledge gained from these experiences to help him provide excellent, holistic, and trustworthy financial advice to our membership.
- Areas of expertise: Financial Literacy, Pension Transfers and Retirement Planning, TFSAs, RRSPs, RESPs and education planning, RDSPs
- Credentials: Investment Funds in Canada (IFC), Canadian Securities Course, Conduct and Practices Handbook
- Spoken languages: English
- 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
With nearly a quarter-century of financial services experience, Adam has now settled close to Arborg and is serving Interlake area members with their investment planning needs.
Adam takes time to listen and learn a member’s story before determining the next best steps. He has seen a lot of ups and downs in the markets over the years and works to find a solution that makes the most sense given a member’s time, objectives and comfort level. Investing can be overwhelming but Adam has a lot of experience with interpreting and explaining relevant information in simple terms and supporting people through the varied seasons of their financial lives.
Areas of expertise: Retirement planning, Education Planning, First Home Savings Plans, Pension and Locked-In Plans, Debt Consolidation
Credentials: Certified Financial Planner® (CFP®), Canadian Investment Funds Course, Canadian Securities Course
Spoken Languages: English, French (Conversational)
- Areas of expertise: RRSPs and retirement planning, wealth management
- Credentials: Chartered Professional Accountant (CPA), Certified Financial Planner® (CFP®)
- Spoken Languages: English
- Areas of expertise: RESPs and education planning, RDSPs, TFSAs, Pension Transfers and Retirement Investments, Investments for Businesses
- Credentials: Business Administration Diploma
- Spoken Languages: English
- Areas of expertise: Estate planning, retirement planning, education planning, holistic wealth planning
- Credentials: Responsible Investment Specialist (RIS), Certificate in Financial Services Advice, Certificate in Advanced Financial Advice
- Spoken Languages: English
- 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
Josh Froese, our new Wealth Advisor from Winkler, is a Financial Planner who 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
- 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
- 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
Through his consideration and recognition of each member's unique goals, timelines, and personal circumstances, Jason looks to help simplify the investment process and enable every member to make informed decisions to reach their financial goals.
- Credentials: Bachelor of Commerce Degree (B. Comm.), Responsible Investment Specialist (RIS)
- Spoken Languages: English
- 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
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.