Our Team

Certified Financial Planners

Why should you invest with LCU Financial?

We have a CERTIFIED FINANCIAL PLANNER© that works full time at Lakeland Credit Union!

Certified to Plan

The CFP© designation is the gold standard for financial planning in Canada. The Financial Planning Standards Council of Canada awards the designation to professionals who have demonstrated their competence through extensive education, a rigorous standardized national examination process, continuing education requirements, and accountability to a professional code of ethics and conduct.

A person does not need the CFP© designation to sell mutual funds or offer financial advice, so be sure to ask for qualifications! With the CFP© designation, you can be assured the design of your financial future rests with an individual who has met the highest standards in the financial planning profession.

Check the Financial Planning Standards Council website for more information on financial planning and the CFP© designation.

Your Best Interests in Mind

Our Planners' recommendations are made with your best long-term interests in mind.

We manage portfolios ranging from a thousand dollars to a few million dollars. You've worked hard for your money. It's time to let your money work for you. Credential Asset Management at LCU Financial's team of CERTIFIED FINANCIAL PLANNER© professionals can show you how.

Visit us in branch in Bonnyville or Cold Lake to learn more.

Meet our financial planning specialists team:

Krista Kardash

Wealth Advisor
Mutual Fund Specialist
(Credential Asset Management Inc)

Bobbi Read

Associate Advisor
Mutual Fund Representative
(Credential Asset Management Inc)

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

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