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​RCU Insurance, Make the Most of Your Investments

Our Wealth Management Team will put you on the pathway to your financial goals

Aviso Webinar

Navigating the complexities of disability income support can be confusing for many. Whether you, a family member or a friend has a disability, it is important to understand the abundance of available resources and options—especially those designed to relieve the financial obligations and expenses.

To help guide you toward a deeper understanding of these solutions, we invite you to join us for a conversation featuring Doug Carroll, resident tax expert at Aviso Wealth. In his talk, Doug will outline the advantages offered through valuable programs like the Canada Child Benefit (CCB) and explain the structure and benefits of contributing to a disability-focused, tax-saving vehicle such as the Registered Disability Savings Plan (RDSP).

Through the CCB and the RDSP, alongside other potential benefits you may qualify for, you can create a substantial lifeline to overcome the significant financial challenges experienced by individuals with disabilities and their families. If this is a topic that resonates with you, register for this webinar and take a step toward enhancing your financial well-being.


Work with us to find your pathway to wealth

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.


Meet our Wealth Management Team

RCU Insurance Services Ltd.


Gwen Davidson


Gwen holds the Certified Financial Planner® designation.  She joined our team in 2022.


RCU Insurance Services Ltd. is a subsidiary of Revelstoke Credit Union offering life insurance and investments.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

A service you can trust

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


Mutual Funds are a great way to diversify your portfolio. There are many mutual fund categories to choose from, including equity, fixed income and balanced funds.​  Mutual Funds and related financial planning services are offered through Credential Asset Management Inc.  Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.




Mutual funds are offered through Credential Asset Management Inc.



​Need a hand?

​Whether you're investing for retirement, a down payment or more, our expert investment team will tailor their advice to help.

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Our handy savings calculator will help you estimate how your investments will grow over time.


Experience Qtrade Direct InvestingTM


You’ve got goals. For your future. For your family’s future. 

Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.

Have an existing account?


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​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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