Mutual Funds Investment Specialist
Credential Asset Management Inc.
Meadow Lake Branch
“Prior to joining Credential Asset Management as a Mutual Funds Investment Specialist, I was employed by Credential Financial Strategies as an Insurance Specialist and as a Senior Financial Services Representative at a chartered bank. These roles allowed me to gain experience in business and small business lending, agriculture lending, consumer lending, insurance, along with business and consumer investments.
I have also completed The Canadian Investment Funds Course, Canadian Securities Course, and Life Licence Qualification Program (LLQP), which allows me to be licensed as a Mutual Funds Investment Specialist. I am currently working towards my Certified Financial Planner Designation. Being active within the cattle industry, I am also an advisor with the Canadian Association of Farm Advisors (CAFA), which provides education around farming and ranching needs.
I am able to offer a diverse array of investment products to my clients. I take pride in delivering sound advice to each client and their unique needs. I believe in taking a holistic approach to all clients’ financial goals while using active management principles.
My open door policy makes me very approachable, welcoming current and future clients.”
Credential Financial Strategies Inc.
Lee Ulmer is an Insurance Specialist with Credential Financial Strategies and also holds his mutual fund license with Credential Asset Management. He is primarily focused on servicing members’ insurance needs and believes that insurance is essential to protecting one’s financial future.
Lee graduated from SAIT in Calgary, receiving his Business Diploma majoring in Financial Services. In his six years with Innovation Credit Union, he has continued his education, completing his Life License Qualification Program, Investment Funds of Canada, Canadian Securities Course and Conduct & Practices Handbook Course.
Lee is able to offer his members a wide range of insurance products, from Life Insurance and Disability Insurance to Annuities and Segregated funds, through all the major Insurance providers. Lee’s ability to connect easily with people and put members first, allows him to focus on building a relationship with the member to fully understand their needs and find solutions to those needs.
Lee is very passionate about his family and enhancing his community. He currently volunteers for Battlefords Minor Hockey, as the Head Coach of the Bantam AA team and a Novice Team Assistant Coach. His family also billets for the Midget AAA Stars.
“I was born in Northern Saskatchewan and moved to many different communities within the province until moving one last time with my parents to North Battleford in 1995. After a short exodus to Lethbridge in 1998, I returned to the Battlefords, where my wife and I, along with our two boys, feel extremely lucky to live in such a wonderful community. In my time away from work, I am very active volunteering within the community.
I fill the role of Financial/Estate Planner for Innovation Credit Union. I enjoy working closely with my clients to assure that not only do they have enough to retire, but also make sure their estate is preserved, by assisting them on decisions and explaining documentation that is or will be needed. Working closely with our entire team is a very rewarding experience for me and our members.”