Cresco Wealth Management

Welcome to Cresco Wealth Management. Our award-winning team is committed to providing an unparalleled client experience. We invite you to book a meeting with us to discuss your financial objectives, assess your current portfolio, and discover the personalized solutions we can offer to secure your financial future. Contact us today to schedule a consultation and embark on a journey towards financial prosperity with Cresco Wealth Management. #wealthmanagement #calgarybusiness #yycliving #retirementplanning #estateplanning #taxstrategies #awardwinningteam #yyc #canadianbusiness #teamculture

It's Financial Literacy Month! Join us this entire month as we share essential tips and advice to empower your financial journey. Follow along for insights that can help you save smarter, invest wisely, and achieve your goals. #MoneyOnYourMind #FLM2024 #financialliteracy #yyc #calgary #calgarybusiness #finance #investing101 #crescowealthmanagement #markets #economy #yycliving

We can help you avoid any tricks in your finances and focus on the treats! Happy Halloween everyone, sorry for the cheesy pun. #yyc #calgary #calgarybusiness #finance #investing101 #crescowealthmanagement #markets #economy #yycliving

We are proud to celebrate Rod Friesen CIM®, PFP® who has been recognized by Wealth Professional Canada Magazine as a 2024 Top 40 Under 40 Rising Star. This award highlights advisors who have committed to a career in the industry and clearly display a passion for wealth management, which Rod exemplifies through his work every day. Congratulations Rod!

In this episode of the Cresco Wealthcast, Dimitri Korolis , CIM® is joined by our Senior Investment Associate, Sharon Lozinski. Sharon walks us through the essentials of withdrawing from a Registered Education Savings Plan (RESP). They discuss the administrative steps for accessing RESP funds, the limits and tax considerations for withdrawals, and how to wrap up the account smoothly once educational goals are met. Tune in for insights on making your RESP withdrawal process seamless: https://lnkd.in/gtJsFxnD #RESP #registerededucationsavingsplan #investmentadvice #wealthmanagement #podcast #yyc #calgary #alberta #yycnow

What does your family wealth legacy mean to you? For some, it's around the family business, for others, it's about values and impact. We'd love to hear your thoughts! Comment below, like, or share what your wealth legacy means! #yyc #calgary #calgarybusiness #finance #investing101 #crescowealthmanagement #markets #economy #yycliving

Generosity knows no bounds, and one doesn't need to be excessively wealthy to contribute generously. In today's landscape, a growing number of individuals find themselves capable of extending their financial support beyond their immediate family. However, it's essential to recognize that making an enduring commitment to a non-profit organization demands careful consideration and dedication of time and effort. At Cresco we are passionate about charitable giving, helping to expertly guide our clients but also make a difference as a team. We have a few months left with our charity of the year @KidSport - please consider donating here: https://lnkd.in/eF2EC3uB #yyc #calgary #calgarybusiness #finance #investing101 #crescowealthmanagement #markets #economy #yycliving #crescocares #kidsportcalgary

Financial decisions are often impacted by emotions—whether it be fear, excitement, or even guilt. At Cresco Wealth Management we provide sound, unbiased counsel to ensure our clients make good money decisions. If you're wondering if our team could be a good fit for you please reach out, every situation is unique and we can help steer you in the right direction. #yyc #calgary #calgarybusiness #finance #investing101 #crescowealthmanagement #markets #economy #yycliving

Keep your financial plan on track and finish out the year strong! This involves: 1. Set Clear Goals: Define and work towards specific financial objectives. 2. Evaluate Investments: Review and adjust your portfolio as needed. 3. Consult Professionals: Get advice from financial advisors like Cresco to refine your strategy.

Let's help our charity of the year KidSport Calgary & Area reach their goal of helping 8,150 kids this year! Every donation helps: https://lnkd.in/eF2EC3uB