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Wealth Management

At Christian Credit Union, we believe that financial and investment planning is about far more than saving money. We are committed to helping you build, manage, grow, protect and distribute your wealth in such a way that allows you to achieve your financial goals while honouring God. Talk to an advisor on how we can help you at the stage of life you are in.
Through every aspect of wealth management, our team uses the same 6-step process that keeps you and your needs our priority. 

Financial Management

Build a roadmap to achieve your financial goals and secure your future.

Financial Planning
Personalized financial planning based on long-term goals and rooted in biblical stewardship.
Retirement Planning
Personalized retirement planning that aligns with your savings, investments, and financially wise goals.
Estate Planning
Personalized estate planning guidance, wills, power of attorney, and personal directives to protect your loved ones and your legacy.

Investment Management

Grow your wealth through strategic investments and portfolio management.

Investment Planning
Biblically-guided and purposeful investment planning to grant you peace of mind.
Mutual Funds - Aviso Wealth
Access to expert-guided mutual funds, flexible, purpose-driven investing to help you achieve your goals.
Digital Wealth
Self-managed investment opportunities through Qtrade Direct Investing® and professionally managed high-quality investments through Qtrade Guided Portfolios®.
Existing Investor Login
Personally manage your accounts from anywhere at anytime through our online portals.

Insurance

Protect what matters most with comprehensive insurance solutions.

Insurance Planning
Personalized insurance planning with life, health, disability, critical illness, annuities, and benefits.
Deeks Insurance - Home and Auto Insurance
Personalized group home and auto insurance with special benefits and affordable rates.

Ready to get started?

Contact the Wealth Management Team

David van Berkel, BBA, CFP®, CKA®, CPCA®

Financial Planner
Aviso Wealth

Denise Reilly

Wealth Associate
Aviso Wealth

Jamieson Melnyk

Mutual Funds Investment Specialist
Aviso Wealth

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Guided Portfolios is a division of Aviso Financial Inc. Christian Wealth Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Christian Wealth Strategies are used under license by Aviso Insurance Inc. 
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