Access Wealth Advisory
Seasoned experts in financial planning with a big-picture approach to wealth.
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.
- 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.
Access Credit Union
Credential Asset Management Inc.

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

Bob Beck
B. Comm (Hons), CPA, FMA – Wealth Advisor
Access Credit Union
Credential Securities
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.
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.
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.
Access Credit Union
Credential Asset Management Inc.
- Areas of expertise: RRSPs and Retirement Planning, TFSAs and Tax Planning, RESPs and Education Planning, RDSPs, Wealth Management
- Credentials: Certified Financial Planner® (CFP®), Responsible Investment Specialist (RIS), Professional Financial Planning
- Spoken Languages: English
- 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 Credential Asset Management 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: 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: 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: 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: 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
Josh Froese, our new Wealth Advisor from Winkler, is a Financial Planner who is relatively new to the industry but 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
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.