Access Credit Union - Manage your wealth for the future you deserve

Jeannette Klaassen

Jeannette has over 10 years of experience working with members to provide them with sound advice and help achieve their financial and personal goals.

Join Jeannette today!

Adam Pringle

With nearly 25 years of experience, Adam takes time to listen before determining the next best steps.

Maximize with Adam!

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?

Learn about our Personal Investing 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.

Investment products tailored to your life goals

At Access Credit Union, we recognize that each member has different financial needs. We ask the right questions to find the solution that will help you reach your financial goals. Make those goals a reality with comprehensive registered investments, term deposits, and more.

Investing

Are your Beneficiaries Up-to-Date?

We recommend you review your beneficiaries annually. Major life events like marriage, divorce, birth of a child, or a death in the family are reasons to consider changing beneficiaries on RRSPs, RRIFs, or TFSAs.

Download Form

Calculate future earnings to plan for your future

How much do you need to save for a comfortable retirement? How much will you earn from compound interest in a given period? Our calculators can help you work out the details of your financial plan and assist you in reaching your financial goals.

Resources

Is it time to get your estate in order?

It’s important to appoint someone who is trustworthy, capable and most importantly, willing to take on this role. Download our easy to use workbook which is designed to help you get organized and build a comprehensive reference tool for your executor.

Download Workbook