Charissa Cummings

Ask about investments, insurance, retirement and estate planning.

 Charissa Cummings
Senior Wealth 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 Charissa at 587.876.0274

Meet the team

Jing Jing Zhou 
Investment Advisor Associate

Tools & resources

Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.

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.

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