Bobbi Read

Associate Advisor, Mutual Fund Investment Specialist (Credential Asset Management Inc)

Helping clients in the Financial Services Industry since 2010.

Why I Love What I Do

I have genuinely enjoyed working in client facing positions. In 2012, I found an opportunity to work in the Wealth Management sector and have never looked back. I have a real passion for helping clients realize their financial goals by providing creative investment solutions. This empowers clients to make informed financial decisions about their future, providing them with both peace of mind, and security. Knowing that I have assisted a client with their financial future gives me a tremendous sense of accomplishment.
As an integral part of the team at LCU Financial, I strive to maintain a high level of professionalism with the clients I serve by ensuring every interaction is a positive one.

Giving Back to Our Community

Finding meaningful ways to give back is important to me personally. I consistently volunteer my time through both of our son’s hockey teams.

More About Bobbi

I grew up in Medicine Hat and made the move to Cold Lake in 2012. Had it not been for a wonderful man and 2 young boys that stole my heart, my future may have turned out very different. Together, my husband and I own a farm with a wide array of animals including cattle, chickens, ducks, peafowl, and even a fainting goat, to name a few. Farm life keeps us all very busy so as you can imagine there is rarely a dull moment. When things do slow down at home during the winter months, you can be sure to find me shivering in a freezing cold ice rink in some small Northern town cheering on the boys as they play hockey.


Telephone: 780.594.7640
Email: bread@alberta-cu.com


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

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