Honest. Sincere. Personable.
Based in Edmonton, Senior Financial Advisor Charlene Cummings has been with ATB Wealth for 20 years. She understands the importance of getting to know you as an individual to provide valuable advice and guidance.
Everyone wins
Charlene stands by the belief that by putting clients' needs first, everyone wins—the client, the advisor and the firm. She understands what makes Albertans unique from other Canadians and strives to help you achieve your vision for the future, whatever that may be. She recommends diversifying your portfolio for long-term investing and encourages a good dose of patience to go along with that strategy.
Looking forward
As a member of both an acapella harmony group and vocal quartet, music is an integral part of Charlene’s life outside of the office. When she’s not rehearsing or on stage, you can find her spending time with family and friends, working tirelessly in her garden, and dreaming about her next adventure.
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.
While I am flexible about where we can meet, I typically work out of the following branches:
Send me an email
My team
Connect with members of my team.
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