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Mutual Funds Specialist

Robert Ter Horst, Mutual Funds Investment Specialist, Credential Asset Management Inc.

Robert Ter Horst
River City Credit Union extends a warm welcome to Robert Ter Horst, Mutual Funds Investment Specialist with Credential Asset Management.  Robert has been building strong relationships in the financial services industry since 2012.  His banking career started at TD Canada Trust while studying for his Bachelor of Business Degree (accounting major). In 2014, Robert transferred from his hometown of Kelowna to Edmonton and shortly thereafter joined CIBC.  During this time Robert enhanced his knowledge of lending, mortgages and the many facets of investing.

 

In January 2018, Robert joined the credit union system and now offers wealth management services, through Credential Asset Management, and provides financial guidance to the members of River City Credit Union and Beaumont Credit Union.  Robert is experienced dealing with a range of portfolio sizes and has access to a variety of mutual funds* companies to suit each member’s individual needs and goals.  Robert is delighted with the personal and tailored service he can provide credit union members.

 

Robert is studying to attain his Personal Financial Planning designation which he plans to achieve later this year. He is also working towards his Chartered Investment Manager designation.

 

As a Mutual Funds Investment Specialist, Robert is available to meet with you to create your own unique investment plan, assist with the navigation of planning for your retirement, and provide guidance to make sure that your money continues to grow during retirement.

 

To arrange a chat with Robert, please feel free to contact him directly at 587-335-8757 or via email at rterhorst@alberta-cu.com.

*Mutual funds are offered through Credential Asset Management Inc.