Know your advisor: CIRO Advisor Report
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Whitecourt-based senior financial advisor Randy Charko holds a Bachelor of Science and his Certified Financial Planner (CFP®) designation. His passion for finance is evident in his dedicated approach to your financial success. As a 21-year industry veteran, Randy has fostered his long-term client relationships by living by his own personal mission statement, “providing clients’ first class service and advice.”
Randy understands that life happens and has the experience to help you navigate any life transition. As a member of the ATB Wealth team, Randy appreciates the focus on continuing education and the investment into software that aids with financial planning, portfolio analysis and customer service.
Randy believes that a successful client relationship is one with open communication, where both parties feel respected and empowered to play an active role. Randy values family and loves spending time with his wife and four children. He can be found fishing on calm waters, floating down some fresh powder on a mountain slope, hunting on a beautiful day or watching his kids play hockey. Randy has also found an interest in beekeeping thanks to support from one of his clients.
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.
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
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.