Access Credit Union's 2023 Annual Report and Financial Statements are now available. Learn More.
Wealth
This month's featured advisors:
Justin McMurdo
Justin takes the time to develop a relationship with members and recognize unique financial situations, creating long-term solutions.
Cheryl Kirschman
Manage your wealth to live a secure, healthy, and enjoyable future through financial freedom.
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.
In-Branch Wealth Management
Trustworthy investment and financial planning advice throughout our branch network.
Aviso Insurance Inc.
Comprehensive private wealth and insurance strategies for members with more complex wealth needs.
Qtrade Guided Portfolios®
A simple and convenient online investing service that offers digital advice and professionally managed, low-cost portfolios.
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.
Investment products tailored to your life goals
Are your Beneficiaries Up-to-Date?
Calculate future earnings to plan for your future
Is it time to get your estate in order?
Investment products tailored to your life goals
Are your Beneficiaries Up-to-Date?
Calculate future earnings to plan for your future
Is it time to get your estate in order?
*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.