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.
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.
While I am flexible about where we can meet, I typically work out of the following branches: