Search
Wealth Advisory Management
Ashlee Taylor
RIS – Director, Wealth Advisory
Access Credit Union
Aviso Wealth - Wealth Advisor
Access Credit Union
Fran Diogo
CFP®, CLU, C.I.M. – Manager, Wealth Advisory
Access Credit Union
Aviso Wealth - Wealth Advisor
Aviso Wealth - Wealth Advisor
Ashlee Taylor is our Director of Wealth Advisory, and she has the privilege of overseeing the Wealth division of Access Credit Union. In addition to leading an amazing team of accomplished Financial Planners, Wealth Advisors, and Investment Specialists, Ashlee also collaborates with other Access CU department leaders to create a culture of employee empowerment, trust, and accountability.
Throughout her career, Ashlee has completed many financial courses, including Personal Financial Planning, the Canadian Securities Course, Investment Funds in Canada and Responsible Investing. Ashlee is currently enrolled in the University of Manitoba’s Certificate in Management (CIM) program. She has over 35 years of experience in the financial industry, with most of those being in management positions.
Ashlee is committed to ensuring all our members have access to investing and advice by offering a selection of investment platforms and options which will best meet their needs.
Areas of expertise: Leadership and Employee Development, Multi Business Segment Management, Pension Transfers and Retirement Planning, Private Investment Portfolio Solutions, Estate Planning, Intergenerational Wealth Transfer Planning, Education Savings Planning
Credentials: Branch Compliance Officer’s Course, Responsible Investment Specialist (RIS), Canadian Securities Course, working towards Certificate in Management (CIM)
Spoken languages: English
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.
Areas of expertise: Coaching and Leadership, Employee Development, Investment Planning, Pension and Retirement Planning, Tax and Estate Planning, Registered Disability Savings Planning
Credentials: CFP® designation, Chartered Life Underwriter (CLU) designation, C.I.M. University of Manitoba’s Certificate in Management
Spoken Languages: English
Wealth Advisory Team
Ross McMillan
Bcomm (Hons), CFP®, CIM, FMA – Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
P. Crystal Taylor
BComm, CFP, RRC®, CFDS – Senior Financial Advisor
Access Credit Union
Aviso Wealth
Marjorie Kolimlim
CFP® – Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Atoshi Bhattacharjee
MBA, B.Comm. (Hons.) – Wealth Advisor
Access Credit Union
Aviso Wealth
Danielle Janzen
Danielle Janzen – Investment Specialist I
Access Credit Union
Aviso Wealth
James Funk
CPA, CFP® – Senior Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Kevin Gavigan
CFP®, RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
James Langstaff
MBA – Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Joshua Froese
CFP®, B.Comm. (Hons) – Wealth Advisor
Access Credit Union
Aviso Wealth
Tyarra Braun
RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Rick Stefansson
Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Adam Pringle
BA, CFP® - Wealth Advisor
Access Credit Union
Aviso Wealth
Access Credit Union
Aviso Wealth
Bill North
RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Jeannette Klaassen
Investment Specialist
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
Eric Massey
B.Comm, RIS – Wealth Advisor
Access Credit Union
Aviso Wealth
Justin McMurdo
Wealth Advisor
Access Credit Union
Aviso Wealth
Since 1994, Ross’ plan has been simple: to create lasting relationships by creating, implementing, and monitoring his members’ personalized retirement plans.
Ross’ broad education base gives him a wealth of knowledge to deliver confidence and peace of mind to his members. He strives to view things from the member’s perspective in order to consistently provide wise counsel and excellent service. His specialty? Intergenerational wealth transfer planning. His ability to foster strong member relationships has given him the unique opportunity to serve the next generation of his clients and support them in their next phase of financial planning.
- 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
An Honours Commerce graduate from the University of Manitoba, Crystal entered the financial services industry in 1988. She has since built a reputation for providing attentive, client-focused service and valued advice.
Having served in a number of positions in the financial industry, Crystal’s passion for investments resulted in a transition into an advisory role. This broad range of experience has strengthened her belief in the need for a comprehensive approach to financial planning.
Equipped with the knowledge and skill that comes with her Certified Financial Planner and Registered Retirement Consultant designations, Crystal specializes in retirement, tax and estate planning. She also recently completed her Certified Financial Divorce Specialist designation.
- 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
With a BA in Organizational Communication, as well as being a Certified Financial Planner® professional since 2014, Marjorie is equipped with the tools to help you achieve your financial goals. Her philosophy is simple: she will do what is best for her members at any stage or milestone in their life.
Marjorie has over 25 years of experience in financial services and hopes to help members gain an understanding and appreciate the intricacies of retirement and tax planning, estate, asset growth, and income generation.
Areas of expertise: Mutual Funds, Registered Plans, Retirement Planning
Credentials: Certified Financial Planner (CFP®)
Spoken languages: English and Filipino
Atoshi is committed to building relationships with her members while understanding each members unique needs and ensuring the best possible solution. Atoshi focuses on holistic decision making; not just focusing on short-term needs. Having more than eleven years of experience in the financial industry, Atoshi is the perfect guide to walk you through every step of your financial path.
- Credentials: MBA, Bachelor of Commerce Honours Degree (B. Comm. Hons.)
- Areas of Expertise: Mutual Funds, RRSP’s, RIF’s, LIRA’s, LIF’s, TFSA’s, FHSA’s, and RESP’s.
- Spoken Languages: English, Bengali, Hindi
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
James has taken his lifelong passion for details and numbers and applied it to building strong financial plans for his members that are based on trust and integrity.
James believes that any long-term business relationship should be built on a foundation of reliability and honesty, listening carefully to his clients to better understand their needs and financial goals.
Drawing on his previous experience as an accountant, James knows all the ins and outs of finances and will use that knowledge combined with his solutions-based advice to build trust with his members, specifically in the area of retirement planning.
- Areas of expertise: RRSPs and retirement planning, wealth management
- Credentials: Chartered Professional Accountant (CPA), Certified Financial Planner® (CFP®)
- Spoken Languages: English
Kevin Gavigan, our lively Wealth Advisor from Morden originally hails from Ireland. His travels have brought him to Southern Manitoba where he enjoys taking a holistic approach to wealth management by helping his members make decisions that will positively affect their overall wellbeing.
Building on his experiences in finance within big banks and the credit union network, Kevin takes each members’ diverse story and situation and develops a financial plan that will help them achieve their future goals and aspirations. His number one piece of advice for members, regardless of their circumstances, is to prepare for retirement. Deal with it as early as possible and don’t procrastinate!
- 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
James has been in financial services for the past six years, currently serving our Winnipeg members with personalized financial advice. By getting to know his members and their unique needs, James tailors his approach based on each individual’s life stage, current and future goals, and any other factors that contribute to planning for a healthy financial future.
In his past life, James worked as Regional Sales Director for the Manitoba and Saskatchewan operating areas with a well-known investment company. In that role, and previous roles, he worked closely with high net worth clients and continues to service this demographic of members today.
- 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
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
Tyarra lends Access Credit Union more than 16 years of experience in financial services. Her career has seen her through a variety of different roles, collecting a broad scope of knowledge and discovering a love for helping others achieve their financial goals. Equipped with the knowledge gained from many courses taken through the Canadian Securities Institute and the Credit Union Institute of Canada, Tyarra enjoys providing her members with the best service and the most relevant and accurate financial and investment advice.
.
- 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
Helping members achieve peace of mind and confidence with their finances is something Rick takes very seriously. With over 35 years of experience in the industry, he enjoys helping people save early, live within their means, and ultimately, ‘demystify’ retirement. In the course of his career, he has aided hundreds of people as they take on the next chapter in their lives.
Having taken on roles in areas such as Client Services, Business Development, Compliance, and of course, Wealth Management, Rick is able to give members tailored financial and investment advice.
Areas of expertise: Building Retirement Plans, RDSPs, and RESPs
Spoken languages: English
With nearly a quarter-century of financial services experience, Adam has now settled close to Arborg and is serving Interlake area members with their investment planning needs.
Adam takes time to listen and learn a member’s story before determining the next best steps. He has seen a lot of ups and downs in the markets over the years and works to find a solution that makes the most sense given a member’s time, objectives and comfort level. Investing can be overwhelming but Adam has a lot of experience with interpreting and explaining relevant information in simple terms and supporting people through the varied seasons of their financial lives.
Areas of expertise: Retirement planning, Education Planning, First Home Savings Plans, Pension and Locked-In Plans, Debt Consolidation
Credentials: Certified Financial Planner® (CFP®), Canadian Investment Funds Course, Canadian Securities Course
Spoken Languages: English, French (Conversational)
A Carman native and former golf professional, Bill North has been helping members sleep better at night knowing that they are being taken care of with sound advice since 2007.
Bill is passionate about wealth planning and being able to help his members achieve their goals, taking the time to clarify those goals and any concerns before following through to completion. Bill believes that comprehensive wealth planning is not a one size fits all solution so he tailors his strategies to fit the needs of all members; from the novice investor just starting out, to the more complex investor who’s got some experience under their belt.
- Areas of expertise: Estate planning, retirement planning, education planning, holistic wealth planning
- Credentials: Responsible Investment Specialist (RIS), Certificate in Financial Services Advice, Certificate in Advanced Financial Advice
- Spoken Languages: English
Originally from the Netherlands, Jeannette and her husband’s love of farming brought their family to Elm Creek, Manitoba in 2000.
With 10 years’ experience in the financial industry, Jeannette is committed to building long-term relationships and enjoys working with members to provide them with sound advice through holistic wealth planning that is focused around their financial and personal goals.
- Areas of expertise: Debt Management, Retirement Planning, RRSPs, TFSAs
- Credentials: working towards PFP designation
- Spoken languages: English, Dutch
With a Bachelor of Commerce (Honours), a Chartered Professional Accountant Designation, and over 38 years in the industry, there’s nothing Bob Beck can’t accomplish when it comes to helping members with their finances.
By getting to know his members, Bob is able to tailor specific plans based on their individual life circumstances that contribute to a healthy financial future, in areas such as portfolio construction, wealth accumulation, retirement planning, and wealth transfers.
Areas of expertise: Wealth Management including Portfolio Construction, Wealth Accumulation, Retirement Planning, Tax Planning, and Intergenerational Wealth Transfer
Credentials: Bachelor of Commerce Honours Degree (B. Comm. Hons.), Chartered Professional Accountant (CPA), Financial Management Advisor – IIROC (FMA), Certified Professional Consultant on Aging (CPCA®)
Spoken Languages: English
Eric is Winnipeg born and raised and has 10 years’ of industry experience as a wealth advisor. He earned his B.Comm. (Hons) degree as well as his RIS designation (Responsible Investment Specialist). When it comes to financial advice he likes to demystify an already complex process to help simplify it for members. He strongly believes in educating members so that they can have confidence and an understanding of the solutions that they are provided. He also follows a holistic approach making sure the best possible options are available for members.
- Credentials: Bachelor of Commerce Degree (B. Comm.), Responsible Investment Specialist (RIS)
- Spoken Languages: English
Justin prioritizes taking the time to develop relationships, recognizing and appreciating the unique needs of every member that walks through his door. He is committed to building relationships with his members; not just focusing on their short-term needs, but also assisting them with long-term goal setting. With his almost two decades of financial expertise and experience, you can rest assured knowing you are in capable hands with Justin.
.
- Areas of expertise: RESPs and education planning, RDSPs, TFSAs, Pension Transfers and Retirement Investments, Investments for Businesses
- Credentials: Business Administration Diploma
- Spoken Languages: English
