LCU Financial is a subsidiary of Lakeland Credit Union and offers expertise in all areas of financial planning for your continually evolving financial needs. We recognize that the financial decisions you’ll make during your lifetime may be challenging, unexpected, and at times, overwhelming. We are committed to partnering with you to help you achieve your unique life goals.
LCU Financial offers comprehensive complete financial planning, insurance and investment strategies to over 700 clients. Our Wealth Advisors provide expertise and solutions throughout all stages of life.
Working with our Wealth Advisors will ensure that you are in control and empowered when it comes to your financial future.
Our Wealth Advisors are experts in:
- Holistic Financial Planning
- Risk Management and Insurance
- Business and Agricultural Planning
- Estate and Succession Planning
LCU Financial Team
Mutual Fund Investment Specialist
Credential Asset Management Inc.
Elle (Yael) Meier
Certified Financial Planner
Credential Asset Management Inc.
LCU Financial Ltd.
With over a decade of experience in the financial industry, Bobbi is passionate about helping clients achieve their financial goals via creative investment solutions. Her superior product knowledge and passion is what fuels her to empower her clients to make informed financial decisions about their future, financial security, and ultimately, peace of mind.
“Knowing that I have assisted a client with their financial future gives me a tremendous sense of accomplishment”
Caitlin Royston and her husband moved to the Lakeland in search of a new adventure in 2017. Shortly after, Caitlin’s family grew as they welcomed their beautiful daughter. Growing up in a family of accountants, Caitlin valued money and the importance of financial independence. The significance of these principles has grown with her, especially after starting a family of her own. Seeing people struggle with their finances and how it can negatively impact lives, Caitlin became interested in finance as a career.
“I was excited for the opportunity to grow my knowledge and love being part of a team that empowers people to optimize their financial life”.
From general inquiries to assisting with administration work, our Wealth Coordinator is here to help. As the first point of contact, Caitlin is knowledgeable and friendly, she is always eager to answer questions about members account or simply book your next appointment.
When Caitlin first moved to Bonnyville, she joined the Bonnyville Oil Ladies Society as a way to meet new people and volunteer her time to give back to the community. According to Caitlin “Supporting and giving back to our local community is very important to me, and one of the reasons I love working for LCU Financial who also makes it a priority to give back”.
Caitlin spends time camping, gardening, fishing and exploring all the beautiful lakes the Lakeland has to offer. She also loves travelling and cage dived with great white sharks in South Africa. Caitlin holds a Bachelor of Science in Psychology from the University of Lethbridge.
Focusing on the goals, needs and lifestyle of the members, the experts at LCU Financial provide wealth protection solutions customized to you.
Meeting with a Wealth Advisor can help assess your personal risk tolerance, which will reflect the types of investing options that would be suitable for you.
The Credential ® Wealth Advisors have a diverse knowledge of the many different overlapping aspects of financial planning and developing a strategy, a plan that works with your personal needs and goals.
What are your plans?
A specific goal such as home ownership can be made possible by utilizing many different options and products. Dependent on your own personal timeline, both Registered products and investment products, used singularly or partnered together can simplify the saving process. Utilizing the knowledge of the Wealth Advisors of Credential® our investment specialists will make your money go further for you.
Personalized, professionally managed portfolios showcasing a variety of investment options allows you to obtain financial freedom faster. During your working years, putting money aside to grow over time allows you to maximize both long term growth and sustainability. Meeting with a Wealth Advisor can help streamline your plans and allow for maximum growth and set you up for success, no matter what stage you are at.
Dedicated for post-secondary education, a Registered Education Savings Plan can be maximized by a professionally managed plan in conjunction with additional government contributions. Wealth Advisors can make best use of contributions and capitalize on the contributions which can result in significantly more funds available when the beneficiary is ready to utilize the funds.