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Welcome to the Cresco Wealth Management Podcast! Hosted by Dimitri Korolis, Investment Advisor. Join us as our award-winning team discusses real conversations we are having here with our clients. Everything from financial literacy and the economy to everyday helpful information for new and seasoned investors. Follow us on this podcast to learn more in a concise format, to the point, and authentic. New episodes regularly. For more information visit: https://www.crescowealthmanagement.ca
Episodes

Tuesday Jun 17, 2025
Mental Health, Research, and Hope with MIST & Dr. Matt Hill
Tuesday Jun 17, 2025
Tuesday Jun 17, 2025
In this special episode of The Cresco WealthCast, Dimitri sits down with Dr. Matt Hill from the University of Calgary’s Hotchkiss Brain Institute to spotlight our Cresco Cares Charity of the Year: MIST (Mental Health Initiative for Stress and Trauma).
MIST is a powerful, community-driven initiative launched in 2022 that is breaking barriers in mental health research, suicide prevention, and education. Learn about the connection between concussions, chronic stress, and suicidal ideation, and how MIST is actively funding clinical trials and expanding awareness to close the gaps in mental health care.
Join us as we shine a light on this critical work and how you can be a part of it. Help us make an impact here: https://engage.ucalgary.ca/CRESCO_MIST

Monday May 26, 2025
Bitcoin, Blockchain & the Future of Finance with Dr. James Thorne
Monday May 26, 2025
Monday May 26, 2025
Is Bitcoin the biggest innovation of our time? Our Chief Market Strategist, Dr. James Thorne, joins us for an honest and objective look at what Bitcoin and blockchain really are, how they started, and where they might be headed.
From unsustainable debt-to-GDP levels to the need for greater efficiency, blockchain could be the solution to some of the biggest challenges facing governments and economies today. But this isn’t about hype—it’s about understanding the long game.
Is this right for you? Let’s find out.

Wednesday Apr 09, 2025
Family Law - Protecting Property and Inheritance
Wednesday Apr 09, 2025
Wednesday Apr 09, 2025
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.

Monday Mar 17, 2025
Dr. James Thorne: Market Insights
Monday Mar 17, 2025
Monday Mar 17, 2025
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!

Tuesday Feb 04, 2025
Independent Thinking: Who's Working For You?
Tuesday Feb 04, 2025
Tuesday Feb 04, 2025
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.

Monday Jan 06, 2025
Cresco Cares: A Year In Review
Monday Jan 06, 2025
Monday Jan 06, 2025
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.

Wednesday Dec 18, 2024
Year-End Planning: Tax-Loss Selling
Wednesday Dec 18, 2024
Wednesday Dec 18, 2024
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!

Tuesday Nov 26, 2024
Financial Literacy Month: What's the Best Advice?
Tuesday Nov 26, 2024
Tuesday Nov 26, 2024
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?

Cresco Wealth Management is as Advisory team with Wellington-Altus Private Wealth. The information contained in this podcast is the opinion of the speakers. This content is for informational purposes only and is not intended as investment, tax or legal advice. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.