Charmayne Kocsis CFP®
Senior Financial Consultant
Since 2004, Charmayne has been an integral part of our growing, successful, financial planning practice. Education continues to be a lifelong passion, as demonstrated in obtaining her CERTIFIED FINANCIAL PLANNER® designation; Life Insurance license; and Branch Compliance Officer's course. Charmayne's depth of experience, combined with her knowledge, enables her to oversee all aspects of the practice and understand the ever-evolving changes to the financial planning industry.