Ask about investments, insurance, retirement and estate planning.
Senior Wealth Advisor
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 in Red Deer. Her door is always open.
Contact Charissa at 587.876.0274
Meet the team
Jing Jing Zhou
Investment Advisor Associate