Senior Financial Advisor
Trustworthy. Dedicated. Focused.
Based in Grande Prairie, Charlotte is a Senior Financial advisor with a Bachelor of Commerce as well as the Financial Management Advisor (FMA) and Fellow of Canadian Securities Institute (FCSI®) designations. Capable and hardworking, Charlotte will be your financial teammate, putting your interests first.
Understanding your money
Growing up on a farm, Charlotte learned valuable financial management skills, including forecasting and managing unpredictable income and large expenses. In her current role at ATB, she applies her experience and skills to be a trusted and reputable advisor. Charlotte’s mentoring approach is relaxed and approachable, yet effective and engaging. She’s interested in understanding your individual story, and believes that listening and empathy are paramount in any client relationship. Charlotte believes that forming consistent good habits and focusing on a budget are key to achieving long-term financial wealth. One piece of solid advice? If you are eligible, join your work pension program as early as you can.
Effective and engaging
Charlotte loves that ATB is a rooted, Alberta-based company that is invested in the well-being of Albertans. She stays current through a variety of courses and professional development. Outside of the office, Charlotte enjoys biking, paddle boarding, hiking, and spending time with her family and friends.
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.
Know your advisor: IIROC Advisor Report