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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
Monday Oct 02, 2023
What Should You Look For In A Wealth Advisor?
Monday Oct 02, 2023
Monday Oct 02, 2023
"Wealth is beyond just investments. This is your hard-earned money, you need to look for a team you can trust. What is the character and integrity of that team, and what is their ability and capacity to deliver?"
Hiring an advisor or wealth management team is a serious decision. In Episode 11, Dimitri Korolis and Peter Kollias break down what you should be looking for, the questions you need to be asking, and the red flags you should be aware of.
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