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​Make the Most of Your Investments

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

 

Work with us to find your pathway to wealth

At RevCU, 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.

 

We've added a new team member!

 

Gwen Davidson* is a Certified Financial Planner® with 10 years of experience helping families plan for their future. She has a passion for retirement planning and helping young families save for their children’s futures. 

 
 
​*I am not licensed to offer or sell life insurance products and services through RCU Insurance Services Ltd.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors whohold financial planning accreditation from applicable regulatory authorities.
RCU Insurance Services Ltd. is a subsidiary of Revelstoke Credit Union offering life insurance and investments.
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​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 

 

Meet our Wealth Management Team

 

Gwen Davidson

Financial Planner. - CREDENTIAL ASSET MANAGEMENT INC.​250.837.6291 EXT. 236​

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

Lindsay Mountain

Investment specialist - Credential Asset Management Inc. 250.837.6291 ext. 287

Lindsay has joined our financial planning team in 2019, bringing five years of experience to the RevCU team which now proudly boasts over 150 years of caring for the financial growth of their clients’ assets.

 

Miranda Urquhart

INVESTMENT ASSISTANT - ​250.837.6291 EXT. 271 - FAX 250.837.2764

Miranda joined RCU early in 2021 and has recently become an integral part of the wealth team. 

 
 


RCU Insurance Services Ltd.

​Elmer Shoji

SENIOR FINANCIAL ADVISOR - RCU INSURANCE SERVICES LTD.​ -INVESTMENT SPECIALIST - CREDENTIAL ASSET MANAGEMENT INC.

Elmer brought a lifetime of experience to RevCU 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.

Mike Murphy

​LIFE & HEALTH INSURANCE ADVISOR RCU INSURANCE SERVICES LTD. - ​INVESTMENT SPECIALIST - CREDENTIAL ASSET MANAGEMENT INC. 250.837.6291 EXT. 241

Mike has his Life Insurance and Mutual Funds licenses and is an integral part of our financial planning team, bringing several years of experience to the RevCU Wealth Management team.

 

Roma Threatful

INVESTMENT ASSISTANT - 250.837.6291 EXT. 271 - FAX 250.837.2764

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. 

 

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

 

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.

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Mutual funds are offered through Credential Asset Management Inc.

 

 
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​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?

 

Need to sign up for an account?

 


​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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​How to create a rainy day fund

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​Investing 101 for beginners

​​​Learn more about your investment options and how to balance them like a pro.