Our Wealth Management Team will put you on the pathway to your financial goals
At RCU Insurance, our Wealth Management team offers Revelstoke a unique approach to wealth management. We believe comprehensive wealth management should be accessible to everyone who walks through our doors. Our Wealth Management program offers an innovative approach to growing and protecting your money. We've taken the financial planning experience usually reserved for elite investors, and adapted it for your personal situation. We deliver the same great service you expect from us and it begins with a conversation. Talk to one of our wealth experts for advice on retirement savings, education planning, retirement income, estate planning or business succession planning.
Gwen holds the CERTIFIED FINANCIAL PLANNER® professional designation. She joined our team in 2022.
Laura holds the QUALIFIED ASSOCIATE FINANCIAL PLANNER® professioinal designation. She joined our team in 2023.
Qtrade Guided Portfolios is powered by Aviso Wealth Inc., 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.
Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.
Our Credential Asset Management Inc. advisors are experts in building investment portfolios including socially responsible investing. They know exactly how to manage your wealth and get the most out of your investments now, and in the future.
Contact us today to book an appointment. 250.837.6291 ext. 271
Fax documents to 250.837.2764
Whether you're investing for retirement, a down payment or more, our expert investment team will tailor their advice to help.
Our handy savings calculator will help you estimate how your investments will grow over time.
Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.
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