Krista Kardash

Krista Kardash, CFP, CLU

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

I’ve thoroughly enjoyed being part of the LCU Financial team since 2012.

Why I Love What I Do

If you’d have asked me when I was younger what I was going to be, I probably would have said a lawyer – not because I actually wanted to be one, but because everyone else seemed to think so. I went to the University of Alberta with that path in mind, but after switching majors many times I realized that it wasn’t meant for me. Once I moved to Lakeland, I happened across an opportunity which led me to become the Financial Planner professional I am today. As I look back, I can see it all fell into place exactly as it should have.

One of my favorite memories is of my family on vacation down in the US when I was very young. My industrious father had a great idea to buy these model airplanes on a huge sale and bring them back home to sell at a profit. He asked each of us kids if we’d be willing to ‘invest’ our allowance. Each of my four brothers passed on the opportunity, but not me. I eagerly invested my allowance and sure enough we made a profit. From there, it was remembering the mock stock portfolio I worked on when I was 12 and how interesting I thought it was which led to starting my first RRSP, with dad’s guidance, at age 15. Not all of us are fortunate enough to wake up at age 5 knowing what we are destined to do, but I’m so glad I was able to connect all the dots and figure it out. I’ve spent the last six years furthering my education so I may provide the best advice I can.

As a Certified Financial Planner (CFP®) professional, I thoroughly enjoy helping my clients navigate this road we call life by providing creative solutions to a wide variety of life’s critical events which affect their financial well-being. This could be as simple as opening up an RESP to save for their child’s education or as complex as planning for retirement and ensuring their family’s security with a careful insurance analysis. One of the things I love about what I do is the variety of ways in which I’m able to help my clients achieve their ideal life. My commitment to pursue knowledge to ensure I can deliver the best advice has not stopped. I went on to earn a certificate in Estate Planning & Trust Strategy as well as becoming Life Insurance qualified in 2015.

Giving Back to Our Community

I do believe it’s important to give back to the community in ways that are sincere and meaningful to each of us. My life was profoundly affected by cancer when I lost both of my parents at an early age. Over the years I’ve participated in the Run for the Cure, provided financial donations for cancer research, and at one time even took on a 60 km walk over two days to fundraise for cancer.

More About Krista

I’ve resided in Lakeland with my husband, since 2011 and have two adorable daughters.  The oldest one is just like her mom and certainly keeps us on our toes! As you can imagine, life is busier than ever for us now and our two beloved dogs, Reggie and Gerry, enjoy being ‘big brothers’.

Telephone: 780-812-3617

CFP© and CERTIFIED FINANCIAL PLANNER© are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other © are trademarks of FPSC, unless indicated.

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

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