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Servus Wealth Strategies
Charissa holds her Certified Financial Planner (CFP®️) and Elder Planning Counsellor (EPC) designations.
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
587.442.1158 ext 21158
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Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.