Wealth Management

Let's build a plan to help you live life confidently.

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
  • Investments
  • Business and Agricultural Planning
  • Estate and Succession Planning

LCU Financial Team

Bobbi Read

Wealth Advisor
Mutual Fund Investment Specialist
Credential Asset Management Inc.

Elle (Yael) Meier

Certified Financial Planner
Credential Asset Management Inc.

Caitlin Royston

Wealth Coordinator
LCU Financial Ltd. 

Wealth Protection

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

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 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.  

Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. LCU Financial Ltd. is a wholly owned subsidiary of Lakeland Credit Union Ltd., offering financial planning, life insurance and investments to our members and their communities. Trademark(s) of LCU Financial Ltd. are used under license by Lakeland Credit Union Ltd.

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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