Access Credit Union's 2023 Annual Report and Financial Statements are now available. Learn More.
Access Wealth Advisory
Seasoned experts in financial planning with a big-picture approach to wealth.
Access Credit Union partners with Aviso Financial Inc. to provide comprehensive financial planning services to our members throughout our branches. Learn more about our partnership with Aviso Financial Inc. 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, CIM – 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
Bill North
RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Tyarra Braun
RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Jeannette Klaassen
Investment Specialist
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Cheryl Kirschman
RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Justin McMurdo
Wealth Advisor
Access Credit Union
Aviso Wealth
Joshua Froese
CFP®, B.Comm. (Hons) – Wealth Advisor
Access Credit Union
Aviso Wealth
Atoshi Bhattacharjee
MBA, B.Comm. (Hons.) – Wealth Advisor
Access Credit Union
Aviso Wealth
Kevin Gavigan
CFP®, RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Eric Massey
B.Comm, RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
James Funk
CPA, CFP® – Senior Wealth Advisor
Access Credit Union
Aviso Wealth
P. Crystal Taylor
BComm, CFP, RRC®, CFDS – Senior Financial Advisor
Access Credit Union
Aviso Wealth
Ross McMillan
Bcomm (Hons), CFP®, CIM, FMA – Wealth Advisor
Access Credit Union
Aviso Wealth
Charlene Fitkowsky
RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Aviso Wealth
James Langstaff
MBA – Wealth Advisor
Access Credit Union
Aviso Wealth
Rick Stefansson
Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Danielle Janzen
Danielle Janzen – Investment Specialist I
Access Credit Union
Aviso Wealth
Marjorie Kolimlim
CFP® – Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Bob Beck
B. Comm (Hons), CPA, FMA – Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
- Areas of expertise: Estate planning, retirement planning, education planning, holistic financial planning
- Credentials: Responsible Investment Specialist (RIS), Certificate in Financial Services Advice, Certificate in Advanced Financial Advice, Mutual Funds Investment Specialist with Aviso Financial Inc.
- 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
- Areas of expertise: Debt Management, Retirement Planning, RRSPs, TFSAs
- Credentials: working towards PFP designation
- Spoken languages: English, Dutch
- Areas of expertise: RESPs and education planning, RDSPs, TFSAs, Pension Transfers and Retirement Investments, Investments for Businesses
- Credentials: Business Administration Diploma
- 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: 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
- Credentials: Bachelor of Commerce Degree (B. Comm.), Responsible Investment Specialist (RIS)
- Spoken Languages: English
- Areas of expertise: RRSPs and retirement planning, wealth management
- Credentials: Chartered Professional Accountant (CPA), Certified Financial Planner® (CFP®)
- 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
- 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
- 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
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
*Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Wealth Inc. Qtrade, Qtrade Guided Portfolios and Qtrade Direct Investing are trade names and trademarks of Aviso Financial Inc. Qtrade Guided Portfolios is a trade name of Aviso Wealth.
Aviso Wealth, Qtrade Direct Investing and Qtrade Guided Portfolios are wholly-owned subsidiaries of Aviso Financial Inc . (“Aviso”). Aviso is a wholly-owned subsidiary of Aviso Financial Inc. 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.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth is a registered trademark owned by Aviso Financial Inc.