Investment Specialist

The Value of Advice

SUCCESSFUL INVESTING IS MORE THAN A SERIES OF TRANSACTIONS
It begins with a conversation and possibilities.  Finish with results.

Anyone can purchase an investment.  But studies show that investors who recruit the help and support of a financial professional, accumulate significantly more wealth, are better protected, and far more prepared for retirement and unexpected events than those who don't.

With my sincere approach I can help you realize all your short and long term goals by implementing strategies that will benefit you financially.  I believe that working together is extremely important and getting to know you is my primary goal.

WHAT WEALTH MANGEMENT COVERS
To help you feel confident about your financial future, I offer the following extensive range of wealth management services for all members, all policing organizations and associations of The Police Credit Union in all stages of their lives and circumstances.

DISCOVERY
  • Discover your current financial position, portfolio and investment objectives
  • Determine your investment and wealth management needs
  • Establish your risk tolerance for market fluctuations
STRATEGY
  • Develop your individual Investment Policy Statement
  • Build a protfolio designed to meet your individual investment goals
  • Develop an in-depth retirement plan and set targets or actions plans to address gaps
PREMIUM WEALTH SERVICES
  • Develop policing organizations and associations with an Investment Policy Statement to suit their unique financial goals
  • Comprehensive investment and retirement planning
  • Access to proprietary and third party investment products  

Please feel free to call me at 416.224.6708 or email at hscheibelt@tpcu.on.ca.

 

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Horst Scheilbelt

My name is Horst Scheibelt and I am the Investment Specialist at the Police Credit Union. I have been in the financial service industry since 1995. I attained my Certified Financial Planner designation (CFP) in 2004. This highly regarded certification is recognized worldwide due to its strict annual requirements and continuing education requirements. I am also a Certified International Wealth Manager (CIWM) and Fellow of the Canadian Securities Institute (FCSI).

I joined TPCU in 2012 and have helped individuals in all aspects of financial planning. I welcome the opportunity to discuss your financial goals and establish a strategy for your investment, tax and retirement planning.