At Crossroads we offer you more than flexible, customized products - we give you access to knowledgeable, local experts who care about you and your situation.
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. Which she is hoping that we can all start doing soon!
Member Experience Representative
Kelsey started with Crossroads in April of 2015 as a Member Service Representative, primarily based out of our Canora branch. In March of 2017, she transitioned into the role of Member Experience Representative where she has enjoyed making meaningful connections with our new and existing members. In November of 2020, Kelsey expanded her role to take on Credit Union investments.
“I look forward to growing my relationship with our members by helping them achieve their financial goals.”
When Kelsey is not at work you can find her spending quality time with her family or simply relaxing at home.
Member Experience Representative
Mikaela started with Crossroads in April 2015 as a Member Solutions Representative. She recently joined the Wealth TEAM as a Member Experience Representative, connecting with new and existing members with account openings and investments.
“I am passionate about building relationships with members and helping them achieve Financial Confidence.”
Looking for a safe and convenient way to meet with your advisor from the comfort of your home? We've got you covered with Microsoft Teams.
All you need is a device that supports video, an internet connection and the Microsoft Teams app.
Connect with us to set up a video appointment with your advisor.
"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 are offered through Credential Asset Management 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 or guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Their values change frequently and past performance may not be repeated.