OurTeam

Our Team

Certified Financial Planners

Why should you invest with LCU Financial?

Experience and Education

Did you know, in 2015 there are only 9 CERTIFIED FINANCIAL PLANNER© professionals between Bonnyville and Cold Lake? Two of those Planners work full time at Lakeland Credit Union!

Together, our Credential Asset Management Inc. Financial Planners have over 60 years of experience in the financial services industry.

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

Certified Financial Planner, 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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