Meet our Wealth TEAM

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.


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. Which she is hoping that we can all start doing soon!


Megan

Financial Services Representative

Megan started her career with Crossroads in October of 2022 as a Member Solutions Representative.  In February of this year, Megan transitioned into the role of Term Member Experience Representative where she will continue to make meaningful connections with our new and existing members.

"I am excited for my career with Crossroads Credit Union, it's a warm and welcoming environment."

Megan currently resides in Buchanan with her boyfriend, Glen and their dog. She enjoys spending time with family and friends and helping in the community.


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.

Meet with an advisor via Microsoft Teams

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 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.

We're here to help you build your financial confidence.
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