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

Contact Charissa at 587.876.0274
Charissa.Cummings@servus.ca

Meet the team

Jing Jing Zhou 
Senior Wealth Advisor Associate
825.221.2306

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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