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.
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”
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.