Our in-house wealth management specialist has the knowledge and experience to help you achieve your goals, whether it’s saving for retirement, education or purchasing your first home.
With access to a full range of savings, investment and insurance options, we will help you make the right choices to suit your needs.
Specializing in:
Financial Planning*
Mutual Funds*
Estate Planning
Wealth Management
Group Benefits
NEI Investments**
RESPs
RRSPs
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. **NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.
Retirement Services Smart planning makes dreams come true!
Estate Services Be Prepared
Why use a Financial Planner? Financial Planning
LCU Financial
For more information call 780-812-3612 or fill out the contact us form.
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.
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