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Wealth

This month's featured advisors:

P. Crystal Taylor

Crystal has built a reputation for providing attentive, client-focused service, and valued advice. Thinking about retiring? She can create a customized retirement projection to get you there.

Josh Froese

Josh has a unique approach to financial planning, that’s what sets him apart. He believes in holistic planning which means not only does he focus on investments, but he considers all aspects of the members’ life to create a plan that aligns with their goals.



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Speak with one of our Wealth Advisors today!



Manage your wealth to live a secure, healthy, and enjoyable future through financial freedom.


Wealth comes from the old English word weal, which means well-being. At Access Credit Union, we want to help our members attain and maintain well-being through wise financial decisions.

Creating wealth may begin with smart saving, but to grow it efficiently requires mindful investment of those savings through the right channels to achieve your specific goals

Wealth management is about tailoring a personalized wealth strategy to map out the long-term plan to inform and guide these important decisions.

Are you looking for registered, non-registered, or term deposit products?
Through our partnership with Aviso Wealth, Canada's leading credit union wealth provider, Access Credit Union is proud to provide our members access to various wealth service options, on their terms:

In-Branch Wealth Management
Trustworthy investment and financial planning advice throughout our branch network.

Qtrade Guided Portfolios®
A simple and convenient online investing service that offers digital advice and professionally managed, low-cost portfolios.

Qtrade Direct Investing®
We have partnered with Qtrade Direct Investing, the best self-directed online brokerage as ranked by Surviscor, to provide you with online investing from one of Canada’s best online brokers.

Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. 

Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.

Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.

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