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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 Oct 17, 2023
Tuesday Oct 17, 2023
"Executor is a key role, we need to be wise to ensure success."
At Cresco, we assist our clients in having a solid estate plan in place. An important piece of this puzzle includes choosing an executor. In this episode, Dimitri chats with Cresco's Senior Wealth Planner, Wayne De Boer, and special guest Jenna Carvalho of Guardian Estate Company. Listen along as we discuss the important role of the executor, how to choose yours, and considerations if you are named as one. We also cover some great tips to make the entire process easier.
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