Wealth Management

Our Wealth Advisors and Investment Specialists know the financial planning process and use the big-picture approach to help you figure out how to reach your life goals. They examine and explore all your needs and can help you with budgeting and saving: tax strategies, investments, as well as retirement and estate planning.

Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

To book your no-obligation consultation appointment today please contact:

 

Kim Tachan, Wealth Advisor

Access Credit Union and Credential Asset Management Inc.

Phone: 204.560.5602 | Email: kim.tachan@accesscu.ca

Learn about Kim's experience and how she can help you with investing.

Kim Tachan, Wealth Advisor

Access Credit Union and Credential Asset Management Inc.

Serving in the financial sector since 1982

Certifications:

  • Personal Financial Planner (PFP) Designation
  • Responsible Investment Specialist (RIS) Designation

For members, financial freedom begins when confidence drives financial decisions. With over 25 years of experience, Kim has empowered members to take control of their financial health through education and smart planning. Kim has worked with members from every type of background to help them understand where they are at financially, where they want to be, and how they can get there. Financial literacy is key; Kim can help you navigate through volumes of information to make the best choices for your future. If you're someone who is going through a big life change or just wanting to know if you will be financially okay, she can help.

Kim can help you with:

  • Investing strategies for registered and non- registered plans
  • Retirement planning and income needs
  • Portfolio monitoring and rebalancing
  • Credit guidance and recommendations
  • Goal setting
  • Education planning
  • Pension plan analysis and advice
  • Will & Estate planning

Kim’s Area of Focus:

Kim has empowered women to take control of their financial health though education and smart planning for more than 25 years, working with women from every type of background to help them better understand their finances through financial literacy. If you're a woman going through a big life change or just wanting to know if you will be okay financially, Kim can help.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

161014396594Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place.

Credential Financial Strategies Inc.

Preparing to pass on crucial leadership roles within your business? Planning to transfer your personal wealth to a loved one? Succession and estate planning is one of the most important and challenging milestones you can face. CFS Advisors at Access Credit Union can help you to develop a well thought-out plan that provides a seamless transition, ensuring your succession goals are met while preserving the financial well-being of your beneficiaries and maintaining family harmony.

We also specialize in developing a personal strategy to grow and protect your wealth, maximize wealth distributions, and minimize taxes.

Contact our Wealth Advisor, Kim Tachan, at 204.560.5602 to get started on your investments and financial planning. 

Virtual Wealth

Digital advice from VirtualWealth®: A smart, easy way to invest

VirtualWealth is a simple and convenient digital investing service that provides you with a professionally managed, low-cost portfolio to match your personal financial goals, timeline, and risk tolerance.

VirtualWealth offers investment portfolios for a wide range of investor needs, including Responsible Investing options. Core portfolios track the performance of Canadian, U.S. and global stock and bonds. Responsible Investing portfolios make a positive impact beyond a financial return. The investment managers evaluate investments based on environmental, social and governance performance and work directly with companies to encourage improvements in their sustainability as well as their growth.

Getting started is easy. Tell VirtualWealth a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and VirtualWealth will do the rest for you.

VirtualWealth provides:

  • A fully automated service so you don’t have to make any investment decisions
  • A professionally managed portfolio of high-quality investments that are diversified across geographies, sectors and industries
  • Continuous oversight and regular rebalancing by our team of experts
  • Mobile apps for tracking your investments
  • Friendly support from knowledgeable investment representatives by email and phone

A service you can trust, VirtualWealth is powered by Aviso Wealth, one of Canada’s leading independent financial services providers. Aviso oversees billions in assets under administration and management. It is owned by the provincial credit union Centrals, The Co-operators/CUMIS and Desjardins.

VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

Get started today: https://www.virtualwealth.ca/en/home.html

Effective Wednesday, January 20, most of our branches will reopen to members. Learn more.
Important Notice: We merged with Access Credit Union effective January 1, 2021. Please continue using your legacy Crosstown Civic website, online banking and mobile app until further notice. Learn more