Know your advisor: CIRO Advisor Report
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Empathetic. Accountable. Loyal.
Charisse is a financial advisor based in Drayton Valley and services Breton and Thorsby. She wants to help you understand the complexities of the financial world, develop your financial goals and build your net worth. With exceptional communication and interpersonal skills, Charisse is committed to learning what is most important to you.
Building your wealth
Charisse started her career in the financial industry because she enjoys helping others to save for the future so they can live their best lives. She believes that a successful client relationship is where the interactions are effortless, open, honest and full of emotion—whether it be apprehensions and fears, or excitement and gratitude. Charisse will help you plan for the ups and downs of life while fostering a supportive and non-judgmental environment. Her best advice is to find a way to create harmony, to live your life freely today while also being ready for whatever comes your way tomorrow.
Intelligent and caring
Charisse’s favourite part about working at ATB is getting to know people and helping them accomplish their goals. To stay informed in the industry, Charisse believes in the importance of continuous learning. She recently completed her Qualified Associate Financial Planner (QAFP™) certification and is currently working towards her Certified Financial Planner (CFP®) certification. Outside of work, she’s passionate about spending time with her family. They enjoy camping and trail riding in the backcountry, snowboarding and golfing or cuddling up to a good movie.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.