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In-Branch Wealth Management

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 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.

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

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.

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