Trustworthy. Loyal. Analytical.
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.”
Sound, realistic advice
Randy was just beginning his career in financial planning when the attack on the World Trade Centre saw the close of the financial market. This experience and the bear market that followed educated Randy as an advisor and provided him with a new perspective to assist his clients. 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.
Open client communication channels
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.
While I am flexible about where we can meet, I typically work out of the following branches: