Cresco Wealth Management

Cresco Wealth Management At Cresco Wealth Management, we provide comprehensive financial solutions for our clients. We specia

No one really sits you down at 30 and explains how all of this works together. Your income grows, your responsibilities ...
06/17/2026

No one really sits you down at 30 and explains how all of this works together. Your income grows, your responsibilities shift, and the decisions you make start to carry more weight than expected.

Understanding how those pieces connect can change the way you approach everything
from saving to spending to planning ahead.

If any of these points feel unfamiliar or have been sitting in the back of your mind, that’s
often the best place to start a conversation.

When everything is working behind the scenes the way it should, you notice it less. Decisions feel clearer. Timing feels...
06/15/2026

When everything is working behind the scenes the way it should, you notice it less. Decisions feel clearer. Timing feels more intentional. There’s less second guessing.

That’s what it means for things to run smoothly. And that’s the goal of thoughtful financial planning. If you want a plan that brings clarity and confidence to your decisions, our team is here to help you stay aligned as life evolves. Reach out to start the conversation.

In an industry where change is constant, consistency stands out.For the past 10 years, Sharon Lozinski has brought excep...
06/10/2026

In an industry where change is constant, consistency stands out.

For the past 10 years, Sharon Lozinski has brought exceptional service, care, and professionalism to every client interaction at Cresco Wealth Management. Her ability to stay organized, attentive, and genuinely invested in our clients’ needs is what sets her apart.

We are proud to celebrate this milestone and grateful for the impact she continues to make.
Read Sharon's feature here:
https://ow.ly/O3En50Z8Zzs

Summer tends to fill up fast.Travel plans, family visits, long weekends away. Before the calendar gets crowded, it canbe...
06/08/2026

Summer tends to fill up fast.

Travel plans, family visits, long weekends away. Before the calendar gets crowded, it can
be worth taking a quick look at a few financial items that are easy to overlook during busy
seasons.

A mid-year check-in on things like your portfolio, tax planning, and estate details can keep
everything current while it’s still fresh in your mind.

Then when summer actually arrives, you’re not thinking about paperwork you meant to
revisit months ago.

Many people feel prepared for retirement until they start thinking through how it will actually work. At Cresco Wealth M...
06/05/2026

Many people feel prepared for retirement until they start thinking through how it will actually work. At Cresco Wealth Management, we help clarify how retirement income begins, how it is taxed, and how long it needs to last so you can move forward with confidence.

If these are questions you have been meaning to revisit, now is a good time to take a closer look. Connect with us to schedule a conversation about your retirement plan.

The American 250th anniversary marks a new declaration. In his June Market Insights, Dr. Thorne explores America’s rebir...
06/03/2026

The American 250th anniversary marks a new declaration. In his June Market Insights, Dr. Thorne explores America’s rebirth and why investors are not seeing the last gasp of U.S. exceptionalism: https://ow.ly/flzH50Z6RQp

Financial structure can help create flexibility. Not just in your portfolio, but in how you make career decisions. We’ve...
06/01/2026

Financial structure can help create flexibility. Not just in your portfolio, but in how you make career decisions.

We’ve seen executives stay in roles longer than they planned, not because they want to, but because too much is tied to one outcome.

When equity, taxes, and liquidity are aligned, that pressure starts to ease and decisions
begin to feel like a choice, not a constraint. Find out how the Cresco team can help guide your plans.

What does it take to be named one of the top financial advisors in Canada? On the latest episode of the Cresco Wealthcas...
05/29/2026

What does it take to be named one of the top financial advisors in Canada?

On the latest episode of the Cresco Wealthcast, Dimitri Korolis sits down with our very own Sheena Schreiner to celebrate her recent win as a Wealth Professional 5-Star Advisor. Sheena shares her incredible 25-year career journey, from starting as a bank teller to helping build the specialized, concierge-level service model we use at Cresco today. We also discuss why the ultimate goal of wealth management is simply giving clients the peace of mind to turn off the news and enjoy their lives.

Listen to the full episode here: https://ow.ly/8XR250Z4Tak

We’re proud to share that Sheena Schreiner has been recognized as a 5‑Star Advisor by Wealth Professional Canada.This di...
05/27/2026

We’re proud to share that Sheena Schreiner has been recognized as a 5‑Star Advisor by Wealth Professional Canada.

This distinction highlights advisors who demonstrate exceptional client service, deep industry expertise, and a commitment to delivering outstanding outcomes.

Congratulations, Sheena! This recognition is a reflection of the dedication and care you bring to our clients every day.

Wishing our clients, colleagues, and community a relaxing Victoria Day long weekend. We hope you enjoy some well earned ...
05/15/2026

Wishing our clients, colleagues, and community a relaxing Victoria Day long weekend. We hope you enjoy some well earned time to unwind as we head into the summer season.

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1650, 222 3rd Avenue SW
Calgary, AB
T2P0B4

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