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

In-Branch Wealth Advisors

Bill North

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

James Funk

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

Fran Diogo

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

Leon Pfingstl

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

Kevin Gavigan

RIS, QAFP™ – 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.

Simon Becker

RIS – Investment Specialist
Access Credit Union
Credential Asset Management Inc.

P. Crystal Taylor

BComm, CFP, RRC®, CFDS – Senior Financial Advisor, Access Credit Union/Credential Securities

James Langstaff

MBA – Wealth Advisor
Access Credit Union
Credential Asset Management Inc.

Wil Montgomery

CFP®, RIS – 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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