The Cresco Wealthcast

Family Law - Protecting Property and Inheritance

This episode, Dimitri Korolis is joined by Cresco’s Senior Wealth Planner Wayne De Boer and special guest Abram Averbach from ABA Family Lawyers to discuss family law in Alberta and how legal agreements can protect assets brought into a relationship as well as gifts received from family members during a relationship.

👉 Did you know that if your adult child lives with a partner for 3 years, that partner may gain legal rights to your child’s assets—including inheritance? Gifts and inheritances can be exempt from this division… if handled correctly.

This is exactly why having a properly structured agreement in place is so critical.

Abram explains the importance of protecting your assets—and those of your children—with clear, fair agreements. He makes a compelling point: the best time to put these agreements in place is when you're in a good headspace, not in the emotional turbulence of a relationship breakdown. Whether you're building wealth or looking to preserve it across generations, this episode is packed with practical and timely insights.

🎧 Listen now to learn how to protect yourself, your loved ones, and your legacy.

🔗 For more information, visit abafamilylawyers.com or reach out to our team directly.

Let’s protect our wealth—and be smart about how we pass it on.

Dr. James Thorne: Market Insights

In our latest episode, we sit down with our Chief Market Strategist, Dr. James Thorne, for a deep dive into today’s current state of affairs. He explores everything from US relations to Canada's future direction to the rise of AI and its influence on investing.

If you want to stay ahead in today’s fast-moving market, this is an episode you won’t want to miss!

Independent Thinking: Who's Working For You?

In this episode, we dive into what it truly means to be independent in the wealth management space—and why it matters to you. As part of an independent firm, we have the freedom to tailor our advice and solutions to fit your unique needs. We’re not tied to a corporate agenda, bound by bureaucracy, or pressured to push certain products. Our only focus? Doing what’s best for you with a completely unbiased approach.

Choosing the right wealth advisor is one of the most important financial decisions you’ll make. Tune in as we break down why independent thinking gives you a real advantage in achieving your financial goals.

Cresco Cares: A Year In Review

In this heartwarming episode, we dive into the incredible work Cresco Cares has been doing over the past year. Learn how our charity committee was formed, the impact we've made, and the unforgettable moments from our journey supporting this year's Charity of the Year, KidSport! 

Before we say our goodbyes to KidSport, we reflect on how we've come together with the help of our clients and partners to make a difference.

Year-End Planning: Tax-Loss Selling

As the year comes to a close, it’s time to focus on smart strategies to optimize your finances. In today’s episode, our host Dimitri Korolis is joined by Peter Kollias to dive into the topic of tax-loss selling.

They’ll explore:

• What tax-loss selling is and why it matters,
• Strategies to help you mitigate your taxes, and
• The rules you need to know to make the most of this approach.

If you’re looking to prepare for year-end and take advantage of tax-smart investing strategies, this episode is for you. Let’s get started!

Financial Literacy Month: What's the Best Advice?

As Financial Literacy Month winds down, Cresco Investment Advisor, Dimitri Korolis shares his thoughts from a recent family discussion filled with differing perspectives and financial ideas. In a world full of varying opinions and advice, how do you decide what’s right for you? Where can you find reliable information, and how do you pinpoint the guidance that aligns with your unique needs?

Financial Literacy with Cresco Kids

We have a special edition of our Cresco WealthCast in honor of Financial Literacy Month! This episode features some of our very own Cresco kids, offering valuable tips and advice from their unique perspectives. Join us for this playful and enlightening conversation as we highlight the importance of teaching children to become responsible money managers from an early age.

Withdrawing From an RESP: What You Need to Know

In this episode of the Cresco Wealthcast, Dimitri Korolis 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.