Complete Financial Planning

Comprehensive financial planning isn’t just about retirement planning and choosing mutual funds or other investments.  Smart planning can make dreams come true.

Your financial plan should reflect what you want out of life. Our Credential Asset Management Inc. Certified Financial Planners will help you find the right investment options for your investment style. We work with you to understand your needs and dreams, and will create a smart plan to get you there. The LCU Financial team is in the business of investing in you and not simply selling investment products.

Here are a few of the investment options we provide access to:

Qtrade Investor (Online Stock Account)

To learn more about investment options with Lakeland Credit Union check out our Investment Services.

For more information contact one of our certified LCU Financial associates.

Mutual funds and financial planning are offered through Credential Asset Management Inc. On-line brokerage is offered through Credential Direct, a division of Credential Securities Inc., operating as a seperate business unit. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. ®Credential Direct is a registered mark owned by Aviso Wealth Inc. and is used under license.

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