Cresco Wealth Management

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

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.

As Brent trades above US$100, the hidden tax on energy is once again visible. In his May , James Thorne explains why th...
05/11/2026

As Brent trades above US$100, the hidden tax on energy is once again visible. In his May , James Thorne explains why the U.S.-led operation against Iran could neutralize a nascent nuclear threat, reset oil toward US$60, and unlock a long-deferred peace dividend: https://ow.ly/i8nM50YVF7X

The definition says it all. Mothers are the ultimate long-term investors, pouring heart and soul into the people they lo...
05/08/2026

The definition says it all.

Mothers are the ultimate long-term investors, pouring heart and soul into the people they love.

Wishing a very Happy Mother's Day weekend to all the incredible women in our community. We hope your next few days are filled with the same appreciation and care you give to others every day.

Award-winning advice, alternative investments, and... pickleball?This week on the Cresco Wealthcast, Dimitri Korolis is ...
05/06/2026

Award-winning advice, alternative investments, and... pickleball?

This week on the Cresco Wealthcast, Dimitri Korolis is joined by Chris Durno and Jennifer Williams. We’re celebrating their recent Wealth Professional Canada magazine award nominations, but more importantly, we’re breaking down what actually makes a good advisor. From having a dedicated 15-person team to proactive client service and behavioral coaching through volatile markets, we cover it all. (Plus, we find out how Chris feels about losing a team pickleball match to Dimitri and Jen!)

Listen on Spotify: https://ow.ly/gqFK50YUIZY

We are proud to celebrate Sheena Schreiner and 15 years at Cresco Wealth Management. From nearly the very beginning, She...
05/04/2026

We are proud to celebrate Sheena Schreiner and 15 years at Cresco Wealth Management. From nearly the very beginning, Sheena has helped shape who we are through her deep commitment to clients, her thoughtful leadership, and the care she brings to every relationship.

Her career reflects trust built over time, meaningful impact in the lives of others, and a standard of excellence that continues to inspire our team.

Thank you, Sheena, for everything you have given to Cresco and for all that is still ahead.

Read more about Sheena’s journey: https://ow.ly/ewCJ50YN7IH

Over the last few days, we have introduced you to the faces behind the Cresco name.Why do we maintain a team of this sca...
05/01/2026

Over the last few days, we have introduced you to the faces behind the Cresco name.

Why do we maintain a team of this scale? We believe your future deserves more than a single point of view. It deserves a collective of experts working toward your goals.

If you are ready to see what a true team of experts can do for your financial path, we are here to start the journey with you.

https://ow.ly/Aey050YNINC

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1650, 222 3rd Avenue SW
Calgary, AB
T2P0B4

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