Ask about investments, insurance, retirement and estate planning.
Investment Advisor Servus Wealth Strategies Credential Securities |
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 in Red Deer. Her door is always open.
Contact
Contact Charissa at 587.876.0274
Charissa.Cummings@servus.ca
Meet the team
Sai Gujja
Senior Wealth Associate
825.221.2306