Investing

Meet the Team!

We've got the professional know-how to advise and support your short and long term financial goals.

ABCU Credit Union also has all the right saving and investing options - tailored just for your needs!


Robert Ter Horst QAFP, PFP, FCSI, BBA

Investment Advisor I Insurance Advisor
Credential Securities and Credential Financial Strategies Inc.

Robert is an experienced Investment Advisor who has been working in the financial services industry since 2012. His areas of focus include investment planning, retirement planning, and estate planning. Robert has a Bachelor’s of Business Administration Degree majoring in accounting, and he has continuously upgraded his education, earning his Personal Financial Planner and Fellow of the Canadian Securities Institute designations, plus certificates in Advanced Investment Strategies and Advice. The economy and stock market change quickly, and Robert stays current by regularly researching industry news and reports. In his spare time, Robert enjoys the outdoors including golfing in the summer and snowboarding in the winter.

Helping clients set and achieve big picture, long term financial goals is Robert’s favourite part of his role with Credential Securities and Credential Financial Strategies at ABCU Credit Union.

Robert enjoys meeting with members and is available to meet either over the phone, video call or in-person in the greater Beaumont and Edmonton areas. 

For more information call our Contact Centre (780) 929-8561

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

Plan 24

  • No monthly fee.
  • Interest-bearing savings account for easily accessible funds.
  • Interest is calculated onthe minimum daily balance and paid monthly.

Includes: 2 free debit transactions in any combination of the following:
  • ATM usage at Acculink credi tunions.
  • Point of Sale (POS)
  • Member Direct Transactions.
  • Full service transactions (withdrawals, transfers)
  • free quarterly e-statement 


 

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