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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 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

Wealth Management Team

Ashlee Taylor

RIS – Director, Wealth Advisory
Access Credit Union
Credential Asset Management Inc.

Fran Diogo

CFP®, CLU – Manager, Wealth Advisory
Access Credit Union
Credential Asset Management Inc.

Wealth Advisory Team

Wil Montgomery

CFP®, RIS – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.

Cheryl Kirschman

RIS – Wealth Advisor
Access Credit Union
Credential Securities

Bob Beck

B. Comm (Hons), CPA, FMA – Wealth Advisor
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.

Ross McMillan

Bcomm (Hons), CFP®, CIM, FMA – Wealth Advisor
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.

Rick Stefansson

Wealth Advisor
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.

Joshua Froese

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

Kevin Gavigan

CFP®, RIS – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.

Marjorie Kolimlim

CFP® – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.



Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.


Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.


Credential Asset Management Inc. and Credential Securities 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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