Our Wealth Management Team

Access Credit Union has partnered with Aviso Wealth Inc. to provide financial planning services to our members across Southern Manitoba.

In addition to a great foundational partner, we have a well seasoned team of wealth management experts across our service area that work hard to understand your needs, providing professional financial advice and products that will help you meet your financial goals. They examine and explore all your needs and can help you with budgeting and saving; tax strategies, investment, insurance, retirement and estate planning. While they may work with you on a single financial issue, it is always within the context of your overall situation.

To learn more about our in-branch wealth management team click here.
To learn more about our Credential Financial Strategies Inc. team click here.

Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. 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. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.     


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