Wealth Management

LCU Financial Team

Trust our team of professionals to provide a financial plan personalized for you.

Offering complete financial planning, insurance and investing strategies our Credential® advisors provide support and knowledge for every investment style.

Working with one of our Wealth Advisors will ensure that you have a better understanding of your financial plans and goals, investment preferences and personal priorities.  

Krista Kardash

Wealth Advisor
Certified Financial Planner
(Credential Asset Management Inc.)

Bobbi Read

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

Caitlin Royston

Wealth Coordinator
LCU Financial Ltd. 

LCU Financial Services

LCU Financial is a subsidiary of Lakeland Credit Union and offers a broad range of products to reflect your evolving financial needs at no additional charge for members. We recognize that the investment decisions you’ll make during your lifetime may be challenging, unexpected, and at time, overwhelming. We are committed to working closely with you, our member, to help reach your unique life goals.

Insurance scene with paper cut outs of a car, house, and a family
Wealth Protection

Focusing on the goals, needs and lifestyle of the members, the experts at LCU Financial provide wealth protection solutions customized to you. 

Stacks of coins with plants growing on top of coins
Investment Strategies

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. 

Financial Advisor showing a member graphs and numbers on a tablet
Financial Planning

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.

An everyday life emergency unfortunately won’t schedule a convenient time on the calendar to arrive; Plan for peace of mind when you set aside funds for the future.

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