Crossroads Credit Union - Personal & Business Banking

Meet our Wealth TEAM

Our Wealth Team offers personalized advice from experts who truly know you. We’re here to build your financial future one conversation—and one relationship—at a time.

Carla

Wealth Services Officer

Carla began her journey with Crossroads in January of 2006 as a Member Service Representative and in 2011 transitioned to the Wealth Services TEAM. As a Wealth Services Officer she has obtained her Registered Retirement Consultant designation, has become a Mutual Fund Investment Specialist with Credential Asset Management Inc., and is currently working toward her CFP designation.

"I am passionate about my job! Whether we are smoothing your way through financial road bumps or accumulating wealth, I will work hard to tailor solutions to meet your financial needs and provide you with the financial confidence you deserve!"

In her free time, Carla enjoys spending time with friends, the outdoors and travelling.

Megan

Financial Service Representative

Megan is a Financial Service Representative at Crossroads. She enjoys meeting with members and supporting them as they work toward achieving their financial goals. Growing up in a small town, Megan appreciates the values that credit unions stand for and is proud to contribute to Crossroads’ member‑first attitude. She is committed to building strong relationships and helping members feel confident in their financial decisions.

"It feels great knowing I get to be a part of an organization that gives back to the communities that put their trust, support and financial wellbeing in our hands every day. I look forward continuing to meet our members where they are every step of the way."

When she’s not at work, Megan enjoys golfing on nice days, catching up with friends and family, and travelling whenever she can. She also jumps at any opportunity to get back on the volleyball court.

Peyton

Financial Service Representative

Peyton graduated from the Edwards School of Business at the University of Saskatchewan in April 2025. He began his career with Crossroads Credit Union that September as a Financial Services Representative and is currently working toward his Mutual Fund Investment Specialist designation.

Growing up in Rama, Peyton has always been connected to Crossroads Country, and he brings both youth and familiarity to our Wealth Team.

"Supporting people in my own community is what drives me. If you're navigating unexpected financial challenges or working toward long term goals, I am here to offer guidance that suits your needs and lifestyle."

In his spare time, Peyton remains deeply involved in sports, from watching and participating to eventually stepping into a coaching role.

Phil

Member Experience Representative

Phil began his Career with Crossroads Credit Union in July of 2022 as a Member Solutions Rep and is now in the role of Member Experience Representative where he will continue providing our members with the best possible member experience and provide solutions to their financial needs.

“I enjoy getting to know our members and future members and understanding where they are at on their financial journey so I can provide them with a tailored solution for their unique situation.”

Phil grew up in Edmonton where he lived for most of his life, until he moved to rural Saskatchewan and now resides in Canora with his fiancé Tashia.

Outside of work, Phil enjoys spending time Tashia and her family as well as with their fur babies which include 3 dogs and 2 cats.

"My Wealth Services Officer helped us see the true meaning of "Pay Yourself First." She worked with us to set up an initial savings plan that took our contributions on my pay days. We never missed the money, because it was gone before we even realized it was there. After a few months of this, she met with us again to revisit our plan and see how it was going. We realized that we were able to put even more away and since that time, we have watched our savings grow!"
— Crossroads Member

*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.