WealthManagementTeam

Meet the RCU Wealth Management Team

Tracey McKinney

Wealth Consultant
Credential Asset Managment
250.837.6291 ext. 226

Tracey is an expert in the handling of estates, retirement income projections, RESPs and RDSPs.  Her hands-on approach with clients ensures their investments remain suitable for their objectives throughout changing personal and market conditions.  Contact Tracey.

Sandy Blake, CAIB

Life & Health Insurance Advisor
RCU Insurance Services Ltd.
250.837.6291 ext. 248

Sandy has a diverse background as an insurance consultant for any sector.  She now has focused in on Life Insurance and Living Benefits for both individuals and commercial clients.  Sandy works on your behalf to determine what your real insurance needs are to find you the best protection on the market.  Meet with Sandy

Roma Threatful

Account Services Representative
250.837.6291 ext. 271

Roma's commitment to community is reflected in her abilities and approach to managing this team. Roma ensures departmental administration receives attention to every detail.  Get in touch with Roma.

Elmer Shoji

Wealth Consultant
250.837.6291 ext. 247

Elmer brought a lifetime of Financial Planning experience to RCU when he joined the team in 2017.  His knowledge of the industry and approach to client care puts our Members at ease and brings their financial outlook the highest level of confidence. Make an appointment with Elmer.

Lindsay Mountain

Wealth Consultant
Credential Asset Managment
250.837.6291 ext. 287

Lindsay has recently joined our financial planning team, bringing five years of experience to the RCU team which now proudly boasts over 150 years of caring for the financial growth of their clients’ assets.  Contact Lindsay.

Mike Murphy

Life and Insurance Benefits Advisor
RCU Insurance Services Ltd.
250.837.6291 ext. 241

Mike has recently obtained his Life Insurance license and is now an integral part of our financial planning team, bringing several years of experience to the RCU Wealth Management team which now proudly boasts over 150 years of caring for the financial growth of their clients’ assets.  Contact Mike.



*Registered Disability Savings Plans and Mutual Funds are offered through Aviso Wealth Inc.. RCU Insurance Services Ltd. is a subsidiary of Revelstoke Credit Union offering Financial Planning, Life Insurance and Investments.