Charissa Keech B.A. PFA CFP
I find that my greatest satisfaction is helping people put their financial affairs in order. My career started as a bank teller and within two years moved into Management. My philosophy of financial service was consistent no matter the role: get to know our clients first, and then create personalized recommendations based on what is important to them. Caring for and educating clients in this manner resulted in being nominated one of Cloverdale's top 3 Financial Advisors in 2018.
- Accreditation: Bachelor of Arts (B.A.) Degree, Professional Financial Advisor (PFA) Designation and Certified Financial Planner (CFP) Designation
- Industry experience since 2011
- Licensed in the province of British Columbia and Manitoba
- Member of Advocis