Ask about investments, insurance, retirement and estate planning.
Servus Wealth Strategies
Credential Securities Inc.
Charissa is a personal financial planner (PFP®) professional. She has worked in the financial services industry for over 16 years. And she has specialized in wealth planning since 2006.
Charissa enjoys helping members make great financial decisions. She will take a full look at your unique life circumstances and give you tailored expert advice for achieving your short- and long-term goals.
A passionate volunteer for charitable organizations both overseas and in her community, Charissa serves members at our North Hill, Clearview and Deer Park branches. Her door is always open.
Meet the team
Senior Wealth Associate
403.340.8015 ext. 22653
Return to investment advisors listing
Tools & resources
Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments. Mutual funds, financial planning and other securities are offered through Credential Securities Inc.. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.